Position in CFG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$826,755
+$110,474 QoQ
Shares Held
11,799
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#540
of 1,091 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, 2026Rothschild Wealth LLC holds $3,941,355 across 10 Banks - Regional names. CFG ranks #1 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
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|
11,799 | $826,755 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,921 | $719,208 | |
| 3 | USB |
US Bancorp De
|
8,177 | $493,890 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
4,853 | $489,570 | |
| 5 | PB |
Prosperity Bancshares Inc
|
5,220 | $381,216 | |
| 6 | KEY |
Keycorp /New/
|
11,968 | $275,862 | |
| 7 | WAL |
Western Alliance Bancorporation
|
2,870 | $235,914 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
12,937 | $229,373 |
All Filings in CFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $826,755 | 11,799 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $716,281 | 11,944 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $578,726 | 9,908 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||