Position in CFG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$337,106
+$51,409 QoQ
Shares Held
4,811
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#727
of 1,095 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bison Wealth, LLC holds $3,827,679 across 7 Banks - Regional names. CFG ranks #6 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,602 | $886,884 | |
| 2 | UVSP |
UNIVEST FINANCIAL Corp
|
18,665 | $816,593 | |
| 3 | USB |
US Bancorp De
|
11,711 | $707,344 | |
| 4 | RF |
Regions Financial Corp
|
13,585 | $410,267 | |
| 5 | SSB |
SouthState Bank Corp
|
3,658 | $365,434 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
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|
4,811 | $337,106 | |
| 7 | TFC |
Truist Financial Corp
|
6,103 | $304,051 |
All Filings in CFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,106 | 4,811 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $285,697 | 4,764 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $277,389 | 4,749 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $216,786 | 4,078 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $247,736 | 5,536 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||