One Wealth Advisors, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1725297
SAN FRANCISCO, CA
Position in CFG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$835,724
+$178,453 QoQ
Shares Held
11,927
+8.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#541
of 1,095 holders
Holding Since
Sep 2025
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, 2026One Wealth Advisors, LLC holds $3,262,507 across 7 Banks - Regional names. CFG ranks #1 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
This page
|
11,927 | $835,724 | |
| 2 | BAP |
Credicorp Ltd
|
1,715 | $668,129 | |
| 3 | RF |
Regions Financial Corp
|
19,462 | $587,752 | |
| 4 | TFC |
Truist Financial Corp
|
9,888 | $492,620 | |
| 5 | HDB |
Hdfc Bank Ltd
|
12,606 | $325,612 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
17,981 | $318,803 | |
| 7 | BBD |
Bank Bradesco
|
11,289 | $33,867 |
All Filings in CFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $835,724 | 11,927 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $657,271 | 10,960 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $463,424 | 7,934 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $352,291 | 6,627 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||