Turtle Creek Wealth Advisors, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 2007171
DALLAS, TX
Position in CFG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$206,916
+$206,651 QoQ
Shares Held
2,953
+36812.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#838
of 1,091 holders
Holding Since
Dec 2023
2 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, 2026Turtle Creek Wealth Advisors, LLC holds $3,893,413 across 9 Banks - Regional names. CFG ranks #8 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TCBI |
Texas Capital Bancshares Inc/Tx
|
9,917 | $1,024,029 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
39,063 | $692,586 | |
| 3 | TFC |
Truist Financial Corp
|
10,443 | $520,270 | |
| 4 | USB |
US Bancorp \De\
|
7,732 | $467,012 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,819 | $447,874 | |
| 6 | MTB |
M&T Bank Corp
|
1,050 | $249,910 | |
| 7 | KEY |
Keycorp /New/
|
10,565 | $243,523 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
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|
2,953 | $206,916 |
All Filings in CFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,916 | 2,953 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $265 | 8 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||