Fi3 FINANCIAL ADVISORS, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1862427
INDIANAPOLIS, IN
Position in CFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$491,611
+$258,508 QoQ
Shares Held
7,016
+80.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#641
of 1,095 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Fi3 FINANCIAL ADVISORS, LLC holds $856,481 across 4 Banks - Regional names. CFG ranks #1 (57.4% of the industry book) .
All Filings in CFG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,611 | 7,016 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $233,103 | 3,887 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $227,098 | 3,888 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||