Position in CFG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$22,982
+$13,232 QoQ
Shares Held
328
+37.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#935
of 1,091 holders
Holding Since
Mar 2020
17 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 Jun 30, 2026WEST PACES ADVISORS INC. holds $3,146,072 across 18 Banks - Regional names. CFG ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,573 | $1,372,184 | |
| 2 | TFC |
Truist Financial Corp
|
17,334 | $863,579 | |
| 3 | SSB |
SouthState Bank Corp
|
3,600 | $359,640 | |
| 4 | RF |
Regions Financial Corp
|
10,505 | $317,251 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,149 | $115,911 | |
| 6 | USB |
US Bancorp De
|
555 | $33,522 | |
| 7 | FITB |
Fifth Third Bancorp
|
592 | $33,371 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
This page
|
328 | $22,982 |
All Filings in CFG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,982 | 328 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $9,750 | 238 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $10,414 | 238 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,774 | 238 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $8,575 | 238 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $8,637 | 238 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $7,887 | 238 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $12,488 | 466 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $25,193 | 966 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $89,257 | 2,939 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $91,102 | 2,314 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $79,509 | 2,314 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $82,586 | 2,314 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $82,591 | 1,822 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $11,245 | 238 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $11,181 | 238 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $6,395 | 340 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||