Accurate Wealth Management, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1877728
WESLEY CHAPEL, FL
Position in CFG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$789,899
+$240,214 QoQ
Shares Held
11,273
+23.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#547
of 1,095 holders
Holding Since
Dec 2022
10 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, 2026Accurate Wealth Management, LLC holds $8,906,246 across 9 Banks - Regional names. CFG ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
10,654 | $2,623,227 | |
| 2 | FITB |
Fifth Third Bancorp
|
27,503 | $1,550,344 | |
| 3 | USB |
US Bancorp De
|
20,455 | $1,235,482 | |
| 4 | TFC |
Truist Financial Corp
|
21,690 | $1,080,595 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
This page
|
11,273 | $789,899 | |
| 6 | WTFC |
Wintrust Financial Corp
|
3,061 | $491,963 | |
| 7 | UBSI |
United Bankshares Inc/Wv
|
9,489 | $434,880 | |
| 8 | KEY |
Keycorp /New/
|
18,162 | $418,634 |
All Filings in CFG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,899 | 11,273 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $549,685 | 9,166 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $455,130 | 7,792 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $381,050 | 7,168 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $275,973 | 6,167 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $250,818 | 6,122 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $238,710 | 5,455 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $212,619 | 5,177 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $193,589 | 5,373 | Shares | Sole | 2024-07-17 | |
| 2022-12-31 | $79,369 | 2,016 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||