Meridian Wealth Management, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1697300
LEXINGTON, KY
Position in CFG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,703,090
+$482,162 QoQ
Shares Held
38,577
+4.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#353
of 1,091 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $24,594,658 across 13 Banks - Regional names. CFG ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYBT |
Stock Yards Bancorp, Inc.
|
160,054 | $12,239,329 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
This page
|
38,577 | $2,703,090 | |
| 3 | FITB |
Fifth Third Bancorp
|
35,148 | $1,981,292 | |
| 4 | TFC |
Truist Financial Corp
|
35,390 | $1,763,129 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
6,879 | $1,693,747 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
5,427 | $838,580 | |
| 7 | MTB |
M&T Bank Corp
|
3,498 | $832,558 | |
| 8 | RF |
Regions Financial Corp
|
19,542 | $590,168 |
All Filings in CFG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,703,090 | 38,577 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,220,928 | 37,034 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,111,346 | 36,147 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||