Belpointe Asset Management LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1721242
RENO, NV
Position in CFG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,931,759
+$731,520 QoQ
Shares Held
27,569
+37.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#400
of 1,095 holders
Holding Since
Sep 2021
10 quarters on record
Voting authority
Sole 33%
Shared 67%
None 0%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Belpointe Asset Management LLC holds $9,985,091 across 15 Banks - Regional names. CFG ranks #1 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
This page
|
27,569 | $1,931,759 | |
| 2 | NU |
Nu Holdings Ltd.
|
118,793 | $1,587,074 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
8,667 | $1,339,224 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
4,389 | $1,080,659 | |
| 5 | USB |
US Bancorp De
|
9,387 | $566,974 | |
| 6 | FITB |
Fifth Third Bancorp
|
9,317 | $525,199 | |
| 7 | EWBC |
East West Bancorp Inc
|
3,911 | $504,870 | |
| 8 | WBS |
Webster Financial Corp
|
6,285 | $480,299 |
All Filings in CFG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,931,759 | 27,569 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $1,200,239 | 20,014 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $712,543 | 12,199 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $481,523 | 9,058 | Shares | Other | 2025-11-03 | |
| 2024-12-31 | $242,255 | 5,536 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $140,127 | 4,614 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $211,377 | 5,369 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $151,046 | 4,396 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $114,412 | 2,524 | Shares | Sole | 2022-04-28 | |
| 2021-09-30 | $112,376 | 2,392 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||