Capstone Wealth Management, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 2019411
TUSCALOOSA, AL
Position in CFG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$278,318
New position
Shares Held
3,972
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#769
of 1,091 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Capstone Wealth Management, LLC holds $2,093,779 across 5 Banks - Regional names. CFG ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
48,923 | $867,404 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,762 | $433,839 | |
| 3 | WAL |
Western Alliance Bancorporation
|
3,689 | $303,235 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
This page
|
3,972 | $278,318 | |
| 5 | PB |
Prosperity Bancshares Inc
|
2,889 | $210,983 |
All Filings in CFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,318 | 3,972 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||