Position in CFG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$376,486
+$17,927 QoQ
Shares Held
5,373
-10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#698
of 1,095 holders
Holding Since
Jun 2025
5 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, 2026waypoint wealth counsel holds $1,392,002 across 4 Banks - Regional names. CFG ranks #2 (27.0% of the industry book) .
All Filings in CFG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,486 | 5,373 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $358,559 | 5,979 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $362,550 | 6,207 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $289,402 | 5,444 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $230,282 | 5,146 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||