CATALYST FINANCIAL PARTNERS LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1927537
BOSTON, MA
Position in CFG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$232,001
New position
Shares Held
3,311
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#806
of 1,095 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CATALYST FINANCIAL PARTNERS LLC holds $1,955,661 across 6 Banks - Regional names. CFG ranks #6 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,738 | $427,930 | |
| 2 | USB |
US Bancorp De
|
6,744 | $407,337 | |
| 3 | FITB |
Fifth Third Bancorp
|
6,262 | $352,988 | |
| 4 | TFC |
Truist Financial Corp
|
5,549 | $276,451 | |
| 5 | MTB |
M&T Bank Corp
|
1,088 | $258,954 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
This page
|
3,311 | $232,001 |
All Filings in CFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,001 | 3,311 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||