Wedmont Private Capital
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1904274
WEST CHESTER, PA
Position in CFG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,148,026
+$237,382 QoQ
Shares Held
16,384
+7.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#482
of 1,091 holders
Holding Since
Dec 2022
12 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, 2026Wedmont Private Capital holds $18,097,819 across 25 Banks - Regional names. CFG ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
27,718 | $1,674,167 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,213 | $1,529,764 | |
| 3 | FITB |
Fifth Third Bancorp
|
26,825 | $1,512,125 | |
| 4 | FHN |
First Horizon Corp
|
46,221 | $1,185,106 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
This page
|
16,384 | $1,148,026 | |
| 6 | MTB |
M&T Bank Corp
|
4,405 | $1,048,434 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
14,827 | $1,025,880 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
8,957 | $903,582 |
All Filings in CFG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,148,026 | 16,384 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $910,644 | 15,185 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $786,373 | 13,463 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $676,992 | 12,735 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $544,473 | 12,167 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $430,430 | 10,506 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $544,243 | 12,437 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $435,670 | 10,608 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $341,672 | 9,483 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $252,106 | 6,947 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $202,949 | 6,124 | Shares | Sole | 2024-01-09 | |
| 2022-12-31 | $195,905 | 4,976 | Shares | Sole | 2023-01-09 | |
| No filing history on record for this holder in this stock. | ||||||