Impact Partnership Wealth, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1984555
MARIETTA, GA
Position in CFG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$305,906
-$185,242 QoQ
Shares Held
5,101
-57.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
8 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, 2026Impact Partnership Wealth, LLC holds $2,998,195 across 7 Banks - Regional names. CFG ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
17,229 | $896,080 | |
| 2 | MBIN |
Merchants Bancorp
|
14,519 | $623,010 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,679 | $349,383 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
This page
|
5,101 | $305,906 | |
| 5 | RF |
Regions Financial Corp
|
10,686 | $279,118 | |
| 6 | KEY |
Keycorp /New/
|
13,783 | $276,349 | |
| 7 | HWC |
Hancock Whitney Corp
|
4,220 | $268,349 |
All Filings in CFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $305,906 | 5,101 | Shares | Sole | 2026-04-23 | |
| 2025-03-31 | $491,148 | 11,988 | Shares | Sole | 2025-05-05 | |
| 2024-09-30 | $551,816 | 13,436 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $498,835 | 13,845 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $494,233 | 13,619 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $541,076 | 16,327 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $330,323 | 12,326 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,790 | 107 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||