SeaCrest Wealth Management, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1728121
PURCHASE, NY
Position in CFG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,354,032
+$197,631 QoQ
Shares Held
19,324
+0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#42
of 149 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SeaCrest Wealth Management, LLC holds $11,656,036 across 17 Banks - Regional names. CFG ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
43,837 | $2,183,959 | |
| 2 | WBS |
Webster Financial Corp
|
23,936 | $1,829,189 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
This page
|
19,324 | $1,354,032 | |
| 4 | EBC |
Eastern Bankshares, Inc.
|
46,000 | $1,023,040 | |
| 5 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
19,593 | $796,455 | |
| 6 | FBNC |
First Bancorp /Nc/
|
11,035 | $705,467 | |
| 7 | SSB |
SouthState Bank Corp
|
6,665 | $665,833 | |
| 8 | CLBK |
Columbia Financial, Inc.
|
24,100 | $511,402 |
All Filings in CFG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,354,032 | 19,324 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,156,401 | 19,283 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,119,369 | 19,164 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,117,051 | 21,013 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $864,346 | 19,315 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,184,647 | 28,915 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,257,049 | 28,726 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,169,673 | 28,480 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,026,170 | 28,481 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,016,882 | 28,021 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $944,920 | 28,513 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $763,960 | 28,506 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $743,436 | 28,506 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $859,562 | 28,303 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,249,052 | 31,726 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,089,589 | 31,711 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,149,610 | 32,211 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||