TRAPHAGEN INVESTMENT ADVISORS LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 2023380
ORADELL, NJ
Position in CFG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$224,994
+$20,077 QoQ
Shares Held
3,211
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#813
of 1,097 holders
Holding Since
Dec 2023
7 quarters on record
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRAPHAGEN INVESTMENT ADVISORS LLC holds $683,877 across 2 Banks - Regional names. CFG ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
1,928 | $458,883 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
This page
|
3,211 | $224,994 |
All Filings in CFG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,994 | 3,211 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $204,917 | 3,417 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $200,785 | 3,777 | Shares | Sole | 2025-10-07 | |
| 2024-09-30 | $274,594 | 6,686 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $240,896 | 6,686 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $242,634 | 6,686 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $221,574 | 6,686 | Shares | Sole | 2024-06-17 | |
| No filing history on record for this holder in this stock. | ||||||