EverSource Wealth Advisors, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1710537
BIRMINGHAM, AL
Position in CFG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$710,297
+$38,280 QoQ
Shares Held
10,137
-9.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#105
of 279 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $20,510,806 across 277 Banks - Regional names. CFG ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
22,201 | $2,239,633 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,963 | $1,714,425 | |
| 3 | SFBS |
ServisFirst Bancshares, Inc.
|
10,115 | $877,474 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
15,055 | $869,423 | |
| 5 | USB |
US Bancorp \De\
|
14,227 | $859,307 | |
| 6 | RF |
Regions Financial Corp
|
24,308 | $734,098 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
This page
|
10,137 | $710,297 | |
| 8 | FITB |
Fifth Third Bancorp
|
11,905 | $671,080 |
All Filings in CFG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,297 | 10,137 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $672,017 | 11,206 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $561,138 | 9,607 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $360,635 | 6,784 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $293,782 | 6,565 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $175,800 | 4,291 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $158,978 | 3,633 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $134,255 | 3,269 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $135,938 | 3,773 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $161,125 | 4,440 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $158,806 | 4,792 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $105,724 | 3,945 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $97,746 | 3,748 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $88,223 | 2,905 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $145,628 | 3,699 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $87,548 | 2,548 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $78,873 | 2,210 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $93,650 | 2,066 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $5,906 | 125 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||