WealthTrust Asset Management, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1867894
Destin, FL
Position in CFG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,168,627
+$141,281 QoQ
Shares Held
16,678
-2.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#479
of 1,091 holders
Holding Since
Sep 2025
4 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, 2026WealthTrust Asset Management, LLC holds $5,638,227 across 2 Banks - Regional names. CFG ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
74,000 | $4,469,600 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
This page
|
16,678 | $1,168,627 |
All Filings in CFG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,168,627 | 16,678 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,027,346 | 17,131 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $970,715 | 16,619 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $890,536 | 16,752 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||