Atlantic Edge Private Wealth Management, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 2011145
JACKSONVILLE, FL
Position in CFG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$117,927
New position
Shares Held
1,683
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#869
of 1,091 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $1,085,552 across 17 Banks - Regional names. CFG ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
5,587 | $504,282 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
845 | $208,055 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
This page
|
1,683 | $117,927 | |
| 4 | TFC |
Truist Financial Corp
|
2,060 | $102,629 | |
| 5 | RNST |
Renasant Corp
|
1,098 | $46,708 | |
| 6 | USB |
US Bancorp \De\
|
700 | $42,280 | |
| 7 | CIB |
Grupo Cibest S.A.
|
300 | $23,829 | |
| 8 | NU |
Nu Holdings Ltd.
|
550 | $7,348 |
All Filings in CFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,927 | 1,683 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||