Drucker Wealth 3.0, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 2031642
WOODCLIFF LAKE, NJ
Position in CFG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$341,731
+$51,237 QoQ
Shares Held
4,877
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#722
of 1,095 holders
Holding Since
Dec 2024
6 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, 2026Drucker Wealth 3.0, LLC holds $6,503,638 across 7 Banks - Regional names. CFG ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,981 | $1,472,641 | |
| 2 | TFC |
Truist Financial Corp
|
28,412 | $1,415,485 | |
| 3 | RF |
Regions Financial Corp
|
43,309 | $1,307,931 | |
| 4 | KEY |
Keycorp /New/
|
50,293 | $1,159,253 | |
| 5 | LYG |
Lloyds Banking Group plc
|
101,152 | $589,715 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
This page
|
4,877 | $341,731 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
6,767 | $216,882 |
All Filings in CFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,731 | 4,877 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $290,494 | 4,844 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $281,302 | 4,816 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $259,047 | 4,873 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $212,472 | 4,748 | Shares | Other | 2025-07-24 | |
| 2024-12-31 | $205,847 | 4,704 | Shares | Other | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||