VISTA INVESTMENT PARTNERS LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 2023386 Oklahoma City, OK

Position in CFG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$4,885,420

+$613,338 QoQ

Shares Held

69,722

-2.1% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#280

of 1,095 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

VISTA INVESTMENT PARTNERS LLC holds $15,404,630 across 3 Banks - Regional names. CFG ranks #2 (31.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	107,009	$6,032,097
2	CFG	Citizens Financial Group Inc/Ri This page	69,722	$4,885,420
3	PNC	Pnc Financial Services Group, Inc.	18,224	$4,487,113

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,885,420	69,722	-2.1%	Shares	Sole	2026-07-09
2026-03-31	$4,272,082	71,237	+3.9%	Shares	Sole	2026-04-09
2025-12-31	$4,005,699	68,579	—	Shares	Sole	2026-01-16
No filing history on record for this holder in this stock.