FORTEM FINANCIAL GROUP, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1766509
PALM DESERT, CA
Position in CFG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$584,313
+$98,317 QoQ
Shares Held
8,339
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#610
of 1,095 holders
Holding Since
Dec 2025
3 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, 2026FORTEM FINANCIAL GROUP, LLC holds $2,233,797 across 4 Banks - Regional names. CFG ranks #2 (26.2% of the industry book) .
All Filings in CFG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,313 | 8,339 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $485,996 | 8,104 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $415,353 | 7,111 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||