Gateway Wealth Partners, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1966037
APPLETON, WI
Position in CFG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$680,379
+$55,012 QoQ
Shares Held
9,710
-6.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#576
of 1,098 holders
Holding Since
Mar 2026
2 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, 2026Gateway Wealth Partners, LLC holds $4,418,832 across 9 Banks - Regional names. CFG ranks #4 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
30,008 | $906,241 | |
| 2 | FITB |
Fifth Third Bancorp
|
13,144 | $740,927 | |
| 3 | WTFC |
Wintrust Financial Corp
|
4,373 | $702,828 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
This page
|
9,710 | $680,379 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,673 | $411,926 | |
| 6 | KB |
KB Financial Group Inc.
|
3,637 | $381,739 | |
| 7 | NWFL |
Norwood Financial Corp
|
8,811 | $283,273 | |
| 8 | USB |
US Bancorp \De\
|
3,634 | $219,493 |
All Filings in CFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,379 | 9,710 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $625,367 | 10,428 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||