Position in CFG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$287,354
+$46,696 QoQ
Shares Held
4,101
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#762
of 1,098 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, 2026Advisor OS, LLC holds $2,837,320 across 9 Banks - Regional names. CFG ranks #6 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
13,033 | $787,191 | |
| 2 | BHB |
Bar Harbor Bankshares
|
9,325 | $352,112 | |
| 3 | BOH |
Bank Of Hawaii Corp
|
3,851 | $313,817 | |
| 4 | FITB |
Fifth Third Bancorp
|
5,294 | $298,421 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,203 | $296,201 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
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|
4,101 | $287,354 | |
| 7 | RF |
Regions Financial Corp
|
7,567 | $228,522 | |
| 8 | 2,746 | $209,848 |
All Filings in CFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,354 | 4,101 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $240,658 | 4,013 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $232,645 | 3,983 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||