Forthright Family Wealth Advisory LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 2008648
HOUSTON, TX
Position in CFG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$255,965
+$42,594 QoQ
Shares Held
3,653
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#786
of 1,091 holders
Holding Since
Dec 2025
2 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 Jun 30, 2026Forthright Family Wealth Advisory LLC holds $490,770 across 2 Banks - Regional names. CFG ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
This page
|
3,653 | $255,965 | |
| 2 | RF |
Regions Financial Corp
|
7,775 | $234,805 |
All Filings in CFG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,965 | 3,653 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $213,371 | 3,653 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||