Cedar Mountain Advisors, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1798986
LAKE OSWEGO, OR
Position in CFG
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$31,391
+$4,525 QoQ
Shares Held
448
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#924
of 1,095 holders
Holding Since
Dec 2023
4 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, 2026Cedar Mountain Advisors, LLC holds $745,301 across 56 Banks - Regional names. CFG ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
1,752 | $105,820 | |
| 2 | FHN |
First Horizon Corp
|
3,405 | $87,304 | |
| 3 | WBS |
Webster Financial Corp
|
799 | $61,059 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
1,117 | $35,799 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
This page
|
448 | $31,391 | |
| 6 | VLY |
Valley National Bancorp
|
2,112 | $30,940 | |
| 7 | NBHC |
National Bank Holdings Corp
|
593 | $26,346 | |
| 8 | FIBK |
First Interstate Bancsystem Inc
|
675 | $26,028 |
All Filings in CFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,391 | 448 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $26,866 | 448 | Shares | Sole | 2026-04-30 | |
| 2024-03-31 | $1,415 | 39 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,292 | 39 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||