1620 INVESTMENT ADVISORS, INC.

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1907281 PLYMOUTH, MA

Position in CFG

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

Position Value

$563,713

+$83,354 QoQ

Shares Held

8,045

+0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#163

of 381 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Financial Services · as of Jun 30, 2026

1620 INVESTMENT ADVISORS, INC. holds $2,421,011 across 15 Banks - Regional names. CFG ranks #2 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	14,382	$716,511
2	CFG	Citizens Financial Group Inc/Ri This page	8,045	$563,713
3	NEWT	NewtekOne, Inc.	24,637	$364,873
4	CFR	Cullen/Frost Bankers, Inc.	1,227	$189,596
5	EBC	Eastern Bankshares, Inc.	7,309	$162,552
6	UMBF	Umb Financial Corp	941	$134,337
7	MTB	M&T Bank Corp	400	$95,204
8	ABCB	Ameris Bancorp	545	$49,191

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$563,713	8,045	+0.4%	Shares	Sole	2026-07-14
2026-03-31	$480,359	8,010	+1.3%	Shares	Sole	2026-05-13
2025-12-31	$461,964	7,909	-0.1%	Shares	Sole	2026-02-05
2025-09-30	$420,708	7,914	-0.8%	Shares	Sole	2025-10-07
2025-06-30	$357,105	7,980	+3.0%	Shares	Sole	2025-08-07
2025-03-31	$317,312	7,745	+0.4%	Shares	Sole	2025-05-14
2024-12-31	$337,520	7,713	+3.2%	Shares	Sole	2025-02-11
2024-09-30	$306,998	7,475	-11.0%	Shares	Sole	2024-10-25
2024-06-30	$302,652	8,400	+13.6%	Shares	Sole	2024-07-23
2024-03-31	$268,400	7,396	+1.2%	Shares	Sole	2024-05-13
2023-12-31	$242,286	7,311	+1.7%	Shares	Sole	2024-02-09
2023-03-31	$218,421	7,192	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.