Root Financial Partners, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1977181
ENCINITAS, CA
Position in CFG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$168,395
+$84,986 QoQ
Shares Held
2,808
+96.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Root Financial Partners, LLC holds $4,464,197 across 268 Banks - Regional names. CFG ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCBP |
Bcb Bancorp Inc
|
82,571 | $741,487 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,721 | $358,122 | |
| 3 | RF |
Regions Financial Corp
|
9,075 | $237,039 | |
| 4 | USB |
US Bancorp De
|
4,010 | $208,560 | |
| 5 | FITB |
Fifth Third Bancorp
|
3,924 | $182,309 | |
| 6 | KEY |
Keycorp /New/
|
8,637 | $173,171 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
This page
|
2,808 | $168,395 | |
| 8 | TFC |
Truist Financial Corp
|
3,464 | $159,240 |
All Filings in CFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $168,395 | 2,808 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $83,409 | 1,428 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $63,526 | 1,195 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||