SageView Advisory Group, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1914558
NEWPORT BEACH, CA
Position in CFG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$673,793
+$52,384 QoQ
Shares Held
9,616
-7.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#578
of 1,091 holders
Holding Since
Mar 2023
14 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, 2026SageView Advisory Group, LLC holds $7,673,189 across 18 Banks - Regional names. CFG ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWBC |
Community West Bancshares
|
50,881 | $1,366,663 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
This page
|
9,616 | $673,793 | |
| 3 | USB |
US Bancorp De
|
10,582 | $639,152 | |
| 4 | ABCB |
Ameris Bancorp
|
6,571 | $593,098 | |
| 5 | TFC |
Truist Financial Corp
|
10,888 | $542,440 | |
| 6 | RF |
Regions Financial Corp
|
17,506 | $528,681 | |
| 7 | FITB |
Fifth Third Bancorp
|
7,981 | $449,888 | |
| 8 | HFWA |
Heritage Financial Corp /Wa/
|
13,089 | $387,696 |
All Filings in CFG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $673,793 | 9,616 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $621,409 | 10,362 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $684,857 | 11,725 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $677,205 | 12,739 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $571,144 | 12,763 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $533,224 | 13,015 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $574,218 | 13,122 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $556,909 | 13,560 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $517,751 | 14,370 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $796,347 | 21,944 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $738,558 | 22,286 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $474,896 | 17,720 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $407,604 | 15,629 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $672,088 | 22,130 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||