JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1903880
MONTGOMERY, AL
Position in CFG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$538,067
+$97,169 QoQ
Shares Held
7,679
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#622
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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $5,755,308 across 15 Banks - Regional names. CFG ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,467 | $853,644 | |
| 2 | NEWT |
NewtekOne, Inc.
|
51,008 | $755,428 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
This page
|
7,679 | $538,067 | |
| 4 | PB |
Prosperity Bancshares Inc
|
6,559 | $479,003 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
3,886 | $392,018 | |
| 6 | RF |
Regions Financial Corp
|
10,334 | $312,086 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
31,554 | $302,287 | |
| 8 | WAL |
Western Alliance Bancorporation
|
3,659 | $300,769 |
All Filings in CFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,067 | 7,679 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $440,898 | 7,352 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $408,519 | 6,994 | Shares | Other | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||