Fortis Capital Advisors, LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1959790 PRAIRIE VILLAGE, KS

Position in CFG

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,302,040

+$610,287 QoQ

Shares Held

18,582

+61.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#471

of 1,095 holders

Holding Since

Dec 2022

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fortis Capital Advisors, LLC holds $3,397,517 across 4 Banks - Regional names. CFG ranks #2 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFR	Cullen/Frost Bankers, Inc.	8,667	$1,339,224
2	CFG	Citizens Financial Group Inc/Ri This page	18,582	$1,302,040
3			6,285	$480,299
4	KEY	Keycorp /New/	11,972	$275,954

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,302,040	18,582	+61.1%	Shares	Sole	2026-07-31
2026-03-31	$691,753	11,535	-5.4%	Shares	Sole	2026-04-28
2025-12-31	$712,543	12,199	+34.7%	Shares	Sole	2026-01-27
2025-09-30	$481,523	9,058	+5228.2%	Shares	Sole	2025-10-31
2023-03-31	$5,162	170	0.0%	Shares	Other	2023-05-15
2022-12-31	$6,692	170	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.