Cherry Tree Wealth Management, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1985414
MINNETONKA, MN
Position in CFG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,079
+$28 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $673,228 across 8 Banks - Regional names. CFG ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
8,767 | $455,971 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
9,332 | $146,045 | |
| 3 | BPOP |
Popular, Inc.
|
190 | $25,492 | |
| 4 | ALRS |
Alerus Financial Corp
|
830 | $19,679 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
91 | $18,936 | |
| 6 | TFC |
Truist Financial Corp
|
78 | $3,585 | |
| 7 | FNB |
Fnb Corp/Pa/
|
146 | $2,441 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
This page
|
18 | $1,079 |
All Filings in CFG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,079 | 18 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,051 | 18 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $956 | 18 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $805 | 18 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $8,112 | 198 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $8,664 | 198 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,131 | 198 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,133 | 198 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $653 | 18 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $596 | 18 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $482 | 18 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $469 | 18 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||