Wealth Preservation Advisors, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1968434
CHATTANOOGA, TN
Position in CFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$37,481
+$25,799 QoQ
Shares Held
625
+212.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Wealth Preservation Advisors, LLC holds $3,493,426 across 33 Banks - Regional names. CFG ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FBK |
FB Financial Corp
|
19,000 | $986,860 | |
| 2 | FHN |
First Horizon Corp
|
27,098 | $616,750 | |
| 3 | SYBT |
Stock Yards Bancorp, Inc.
|
8,264 | $547,820 | |
| 4 | SSB |
SouthState Bank Corp
|
4,586 | $424,296 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
2,000 | $416,180 | |
| 6 | SMBK |
Smartfinancial Inc.
|
5,261 | $205,599 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,000 | $86,140 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
This page
|
625 | $37,481 |
All Filings in CFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,481 | 625 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,682 | 200 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $10,632 | 200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,425 | 300 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,242 | 250 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||