44 WEALTH MANAGEMENT LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1831187 EUGENE, OR

Position in CFG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$684,443

-$175,406 QoQ

Shares Held

9,768

-31.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#571

of 1,091 holders

Holding Since

Mar 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $3,306,498 across 5 Banks - Regional names. CFG ranks #2 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FCNCA	First Citizens Bancshares Inc /De/	754	$1,568,915
2	CFG	Citizens Financial Group Inc/Ri This page	9,768	$684,443
3	USB	US Bancorp De	7,715	$465,986
4	TFC	Truist Financial Corp	6,125	$305,147
5	COLB	Columbia Banking System, Inc.	8,799	$282,007

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$684,443	9,768	-31.9%	Shares	Sole	2026-08-14
2026-03-31	$859,849	14,338	+103.1%	Shares	Sole	2026-05-15
2025-12-31	$412,374	7,060	-5.0%	Shares	Sole	2026-02-09
2025-09-30	$395,031	7,431	-1.8%	Shares	Sole	2025-11-14
2023-03-31	$229,779	7,566	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.