Wick Capital Partners, LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1904388 WAYNE, PA

Position in CFG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$381,811

+$58,513 QoQ

Shares Held

5,449

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#693

of 1,095 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wick Capital Partners, LLC holds $4,586,236 across 5 Banks - Regional names. CFG ranks #4 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRBK	Meridian Corp	144,516	$2,894,655
2	PNC	Pnc Financial Services Group, Inc.	2,344	$577,139
3	USB	US Bancorp De	8,209	$495,823
4	CFG	Citizens Financial Group Inc/Ri This page	5,449	$381,811
5	WNEB	Western New England Bancorp, Inc.	16,560	$236,808

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$381,811	5,449	+1.1%	Shares	Sole	2026-08-14
2026-03-31	$323,298	5,391	+2.5%	Shares	Sole	2026-05-15
2025-12-31	$307,119	5,258	—	Shares	Sole	2026-03-02
No filing history on record for this holder in this stock.