Position in CFG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,529,628
+$287,590 QoQ
Shares Held
21,830
+5.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#441
of 1,095 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $21,613,854 across 31 Banks - Regional names. CFG ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
213,939 | $2,049,535 | |
| 2 | HDB |
Hdfc Bank Ltd
|
62,141 | $1,605,102 | |
| 3 | IBN |
Icici Bank Ltd
|
52,972 | $1,537,777 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
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|
21,830 | $1,529,628 | |
| 5 | USB |
US Bancorp De
|
23,940 | $1,445,976 | |
| 6 | KB |
KB Financial Group Inc.
|
11,412 | $1,197,803 | |
| 7 | LYG |
Lloyds Banking Group plc
|
196,676 | $1,146,621 | |
| 8 | NWG |
NatWest Group plc
|
63,031 | $1,111,236 |
All Filings in CFG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,529,628 | 21,830 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,242,038 | 20,711 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,219,892 | 20,885 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $952,999 | 17,927 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $208,400 | 4,657 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $262,576 | 6,409 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $274,987 | 6,284 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $209,539 | 5,102 | Shares | Sole | 2024-10-17 | |
| 2022-03-31 | $3,410,946 | 75,247 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||