Position in CFG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$302,001
+$45,030 QoQ
Shares Held
4,310
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#748
of 1,091 holders
Holding Since
Mar 2025
6 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, 2026TFB Advisors LLC holds $536,503 across 2 Banks - Regional names. CFG ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
This page
|
4,310 | $302,001 | |
| 2 | TFC |
Truist Financial Corp
|
4,707 | $234,502 |
All Filings in CFG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,001 | 4,310 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $256,971 | 4,285 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $247,658 | 4,240 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $228,056 | 4,290 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $272,035 | 6,079 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $243,525 | 5,944 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||