Soltis Investment Advisors LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1802530
ST. GEORGE, UT
Position in CFG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$375,715
+$41,743 QoQ
Shares Held
5,362
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#700
of 1,095 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $11,094,351 across 13 Banks - Regional names. CFG ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
105,959 | $5,465,365 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
25,114 | $1,737,637 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
4,355 | $1,072,288 | |
| 4 | USB |
US Bancorp De
|
9,966 | $601,946 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
This page
|
5,362 | $375,715 | |
| 6 | KEY |
Keycorp /New/
|
12,812 | $295,316 | |
| 7 | WAL |
Western Alliance Bancorporation
|
3,579 | $294,193 | |
| 8 | TFC |
Truist Financial Corp
|
5,291 | $263,597 |
All Filings in CFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,715 | 5,362 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $333,972 | 5,569 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $254,433 | 4,356 | Shares | Sole | 2026-04-02 | |
| No filing history on record for this holder in this stock. | ||||||