McGlone Suttner Wealth Management, Inc.
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1964819
APPLETON, WI
Position in CFG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$291,000
+$42,605 QoQ
Shares Held
4,153
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#212
of 381 holders
Holding Since
Dec 2023
4 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, 2026McGlone Suttner Wealth Management, Inc. holds $4,105,412 across 7 Banks - Regional names. CFG ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
18,618 | $1,124,527 | |
| 2 | BFC |
Bank First Corp
|
4,875 | $723,206 | |
| 3 | NIC |
Nicolet Bankshares Inc
|
4,120 | $681,406 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,101 | $517,308 | |
| 5 | FITB |
Fifth Third Bancorp
|
9,152 | $515,898 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
This page
|
4,153 | $291,000 | |
| 7 | ASB |
Associated Banc-Corp
|
8,192 | $252,067 |
All Filings in CFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,000 | 4,153 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $248,395 | 4,142 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $202,974 | 3,475 | Shares | Sole | 2026-01-15 | |
| 2023-12-31 | $94,051 | 2,838 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||