Position in CFG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$358,898
-$1,166,909 QoQ
Shares Held
5,122
-84.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#708
of 1,091 holders
Holding Since
Sep 2021
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Avestar Capital, LLC holds $2,938,027 across 6 Banks - Regional names. CFG ranks #4 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
83,755 | $1,118,966 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,202 | $542,176 | |
| 3 | USB |
US Bancorp \De\
|
7,736 | $467,254 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
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|
5,122 | $358,898 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
17,670 | $313,289 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
14,347 | $137,444 |
All Filings in CFG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,898 | 5,122 | Shares | Sole | 2026-07-29 | |
| 2022-03-31 | $1,525,807 | 33,660 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $532,649 | 11,273 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $641,840 | 13,662 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||