Beaird Harris Wealth Management, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1908938
DALLAS, TX
Position in CFG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,643
+$525 QoQ
Shares Held
52
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,035
of 1,095 holders
Holding Since
Dec 2022
11 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, 2026Beaird Harris Wealth Management, LLC holds $349,592 across 17 Banks - Regional names. CFG ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
585 | $144,038 | |
| 2 | USB |
US Bancorp De
|
1,903 | $114,941 | |
| 3 | LYG |
Lloyds Banking Group plc
|
9,886 | $57,635 | |
| 4 | EWBC |
East West Bancorp Inc
|
73 | $9,423 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
321 | $5,691 | |
| 6 | RF |
Regions Financial Corp
|
124 | $3,744 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
This page
|
52 | $3,643 | |
| 8 | TFC |
Truist Financial Corp
|
63 | $3,138 |
All Filings in CFG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,643 | 52 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,118 | 52 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,037 | 52 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $2,764 | 52 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,327 | 52 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $2,363 | 54 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,217 | 54 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $1,945 | 54 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,959 | 54 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,639 | 140 | Shares | Sole | 2024-02-27 | |
| 2022-12-31 | $2,874 | 73 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||