Position in CFG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,242,038
+$22,146 QoQ
Shares Held
20,711
-0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Aaron Wealth Advisors LLC holds $16,247,627 across 27 Banks - Regional names. CFG ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
54,010 | $1,398,859 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
162,923 | $1,293,608 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
This page
|
20,711 | $1,242,038 | |
| 4 | USB |
US Bancorp De
|
22,477 | $1,169,028 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
4,809 | $1,000,704 | |
| 6 | LYG |
Lloyds Banking Group plc
|
190,138 | $956,394 | |
| 7 | HDB |
Hdfc Bank Ltd
|
37,132 | $923,844 | |
| 8 | NWG |
NatWest Group plc
|
56,409 | $840,494 |
All Filings in CFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||