Apollon Wealth Management, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1764387
MOUNT PLEASANT, SC
Position in CFG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,314,972
+$568,406 QoQ
Shares Held
33,038
+13.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#82
of 381 holders
Holding Since
Jun 2020
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, 2026Apollon Wealth Management, LLC holds $38,962,049 across 38 Banks - Regional names. CFG ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
26,405 | $6,501,439 | |
| 2 | LOB |
Live Oak Bancshares, Inc.
|
117,466 | $4,797,311 | |
| 3 | TFC |
Truist Financial Corp
|
64,043 | $3,190,622 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
This page
|
33,038 | $2,314,972 | |
| 5 | USB |
US Bancorp De
|
37,377 | $2,257,570 | |
| 6 | FHN |
First Horizon Corp
|
64,480 | $1,653,267 | |
| 7 | FITB |
Fifth Third Bancorp
|
28,723 | $1,619,115 | |
| 8 | CAC |
Camden National Corp
|
28,460 | $1,543,101 |
All Filings in CFG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,314,972 | 33,038 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,746,566 | 29,124 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,515,914 | 25,953 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,037,364 | 19,514 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $748,488 | 16,726 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $840,048 | 20,504 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $953,880 | 21,798 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $910,645 | 22,173 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $547,079 | 15,184 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $667,373 | 18,390 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $315,625 | 9,524 | Shares | Sole | 2024-02-06 | |
| 2023-03-31 | $209,553 | 6,900 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $286,180 | 7,269 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $213,212 | 5,974 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $307,110 | 6,775 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $222,972 | 4,719 | Shares | Sole | 2022-02-14 | |
| 2020-06-30 | $2,624 | 104 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||