Caerus Investment Advisors, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1862682
WEST LAKE HILLS, TX
Position in CFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$691,310
+$105,284 QoQ
Shares Held
9,866
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#570
of 1,095 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Caerus Investment Advisors, LLC holds $3,673,710 across 9 Banks - Regional names. CFG ranks #1 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
This page
|
9,866 | $691,310 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,337 | $575,416 | |
| 3 | USB |
US Bancorp De
|
8,504 | $513,641 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
4,423 | $446,192 | |
| 5 | WAL |
Western Alliance Bancorporation
|
4,822 | $396,368 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
5,592 | $322,938 | |
| 7 | PB |
Prosperity Bancshares Inc
|
3,925 | $286,642 | |
| 8 | BPOP |
Popular, Inc.
|
1,427 | $234,284 |
All Filings in CFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,310 | 9,866 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $586,026 | 9,772 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $555,829 | 9,516 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $335,280 | 6,307 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||