Ameliora Wealth Management Ltd.
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1910168
ZURICH, V8
Position in CFG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$29,429
+$4,242 QoQ
Shares Held
420
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#926
of 1,091 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Ameliora Wealth Management Ltd. holds $345,710 across 4 Banks - Regional names. CFG ranks #3 (8.5% of the industry book) .
All Filings in CFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,429 | 420 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $25,187 | 420 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $24,532 | 420 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $22,327 | 420 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,795 | 420 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $25,811 | 630 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $27,568 | 630 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||