VISTA INVESTMENT PARTNERS II, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 2035219
RICHMOND, IN
Position in CFG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,198,275
+$449,251 QoQ
Shares Held
45,644
-0.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#330
of 1,095 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026VISTA INVESTMENT PARTNERS II, LLC holds $17,659,046 across 6 Banks - Regional names. CFG ranks #4 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
71,465 | $4,316,486 | |
| 2 | FITB |
Fifth Third Bancorp
|
72,391 | $4,080,680 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
12,993 | $3,199,136 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
This page
|
45,644 | $3,198,275 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
125,643 | $2,227,650 | |
| 6 | RMBI |
Richmond Mutual Bancorporation, Inc.
|
40,102 | $636,819 |
All Filings in CFG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,198,275 | 45,644 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,749,024 | 45,840 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,589,782 | 44,338 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||