HB Wealth Management, LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1911253 Atlanta, GA

Position in CFG

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$2,275,681

+$528,230 QoQ

Shares Held

37,947

+26.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

HB Wealth Management, LLC holds $73,564,806 across 55 Banks - Regional names. CFG ranks #7 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	263,377	$13,698,237
2	PNC	Pnc Financial Services Group, Inc.	54,330	$11,305,529
3	TFC	Truist Financial Corp	131,893	$6,063,121
4	FITB	Fifth Third Bancorp	126,840	$5,892,986
5	RF	Regions Financial Corp	114,852	$2,999,934
6	TRMK	Trustmark Corp	66,317	$2,794,598
7	CFG	Citizens Financial Group Inc/Ri This page	37,947	$2,275,681
8	SSB	SouthState Bank Corp	18,045	$1,669,523

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,275,681	37,947	+26.8%	Shares	Sole	2026-04-27
2025-12-31	$1,747,451	29,917	+25.3%	Shares	Sole	2026-01-28
2025-09-30	$1,269,620	23,883	+21.8%	Shares	Sole	2025-10-23
2025-06-30	$877,458	19,608	-8.1%	Shares	Sole	2025-07-17
2025-03-31	$874,504	21,345	+30.9%	Shares	Sole	2025-05-07
2024-12-31	$713,638	16,308	+7.3%	Shares	Sole	2025-01-15
2024-09-30	$624,181	15,198	+19.6%	Shares	Sole	2024-10-15
2024-06-30	$457,869	12,708	+14.1%	Shares	Sole	2024-07-26
2024-03-31	$404,270	11,140	+29.4%	Shares	Sole	2024-04-30
2023-12-31	$285,368	8,611	-2.2%	Shares	Sole	2024-01-16
2023-09-30	$235,866	8,801	+24.0%	Shares	Sole	2023-10-13
2023-03-31	$215,566	7,098	—	Shares	Sole	2023-04-13
No filing history on record for this holder in this stock.