Biltmore Family Office, LLC
Family OfficePosition in CFG — Citizens Financial Group Inc/Ri
CIK 1731123
CHARLOTTE, NC
Position in CFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$366,886
+$37,951 QoQ
Shares Held
5,236
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#709
of 1,098 holders
Holding Since
Mar 2026
2 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, 2026Biltmore Family Office, LLC holds $6,623,523 across 7 Banks - Regional names. CFG ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
13,854 | $3,411,131 | |
| 2 | MYFW |
First Western Financial Inc
|
45,316 | $1,455,096 | |
| 3 | TFC |
Truist Financial Corp
|
8,366 | $416,794 | |
| 4 | FITB |
Fifth Third Bancorp
|
7,147 | $402,876 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
This page
|
5,236 | $366,886 | |
| 6 | VLY |
Valley National Bancorp
|
23,029 | $337,374 | |
| 7 | SSB |
SouthState Bank Corp
|
2,336 | $233,366 |
All Filings in CFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,886 | 5,236 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $328,935 | 5,485 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||