Position in CFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$309,218
+$39,234 QoQ
Shares Held
4,413
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#747
of 1,095 holders
Holding Since
Dec 2021
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026American Trust holds $57,715,436 across 11 Banks - Regional names. CFG ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRCE |
1St Source Corp
|
655,083 | $53,441,671 | |
| 2 | FIBK |
First Interstate Bancsystem Inc
|
28,570 | $1,101,659 | |
| 3 | TFC |
Truist Financial Corp
|
19,657 | $979,311 | |
| 4 | SYBT |
Stock Yards Bancorp, Inc.
|
6,880 | $526,113 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,721 | $423,744 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
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|
4,413 | $309,218 | |
| 7 | FBP |
First Bancorp /Pr/
|
8,325 | $217,032 | |
| 8 | USB |
US Bancorp De
|
3,539 | $213,755 |
All Filings in CFG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,218 | 4,413 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $269,984 | 4,502 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $276,921 | 4,741 | Shares | Sole | 2026-02-17 | |
| 2021-12-31 | $209,790 | 4,440 | Shares | Defined | 2022-03-17 | |
| No filing history on record for this holder in this stock. | ||||||