Position in CFG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,786,013
+$257,139 QoQ
Shares Held
25,489
-0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#417
of 1,095 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AlTi Global, Inc. holds $7,540,988 across 6 Banks - Regional names. CFG ranks #3 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,963 | $2,206,868 | |
| 2 | CVBF |
Cvb Financial Corp
|
89,158 | $2,010,512 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
This page
|
25,489 | $1,786,013 | |
| 4 | NU |
Nu Holdings Ltd.
|
64,015 | $855,240 | |
| 5 | UBSI |
United Bankshares Inc/Wv
|
9,434 | $432,360 | |
| 6 | RF |
Regions Financial Corp
|
8,278 | $249,995 |
All Filings in CFG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,786,013 | 25,489 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $1,528,874 | 25,494 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,484,957 | 25,423 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,346,542 | 25,330 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $1,128,773 | 25,224 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $1,028,469 | 25,103 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,099,688 | 25,130 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,032,089 | 25,130 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,033,376 | 28,681 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,050,522 | 28,948 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $938,193 | 28,310 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||