Avantra Family Wealth, Inc.
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1774744
MECHANICSBURG, PA
Position in CFG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$366,956
+$135,112 QoQ
Shares Held
5,237
+35.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#705
of 1,091 holders
Holding Since
Dec 2024
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, 2026Avantra Family Wealth, Inc. holds $1,448,966 across 2 Banks - Regional names. CFG ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
520 | $1,082,010 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
This page
|
5,237 | $366,956 |
All Filings in CFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,956 | 5,237 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $231,844 | 3,866 | Shares | Sole | 2026-04-22 | |
| 2024-12-31 | $201,077 | 4,595 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||