Biltmore Family Office, LLC
Family OfficePosition in CFG — Citizens Financial Group Inc/Ri
CIK 1731123
CHARLOTTE, NC
Position in CFG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$328,935
New position
Shares Held
5,485
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Biltmore Family Office, LLC holds $6,239,694 across 7 Banks - Regional names. CFG ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
16,458 | $3,424,745 | |
| 2 | MYFW |
First Western Financial Inc
|
45,316 | $1,113,867 | |
| 3 | FITB |
Fifth Third Bancorp
|
9,528 | $442,670 | |
| 4 | TFC |
Truist Financial Corp
|
9,366 | $430,555 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
This page
|
5,485 | $328,935 | |
| 6 | VLY |
Valley National Bancorp
|
23,029 | $282,796 | |
| 7 | SSB |
SouthState Bank Corp
|
2,336 | $216,126 |
All Filings in CFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $328,935 | 5,485 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||