HIGHLINE WEALTH PARTNERS LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 2042654
SHERMAN OAKS, CA
Position in CFG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$19,899
+$4,307 QoQ
Shares Held
284
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#947
of 1,095 holders
Holding Since
Sep 2022
16 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $740,651 across 40 Banks - Regional names. CFG ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CATY |
Cathay General Bancorp
|
3,841 | $238,103 | |
| 2 | FITB |
Fifth Third Bancorp
|
1,568 | $88,388 | |
| 3 | WAL |
Western Alliance Bancorporation
|
746 | $61,321 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
202 | $49,736 | |
| 5 | USB |
US Bancorp De
|
436 | $26,334 | |
| 6 | TFC |
Truist Financial Corp
|
522 | $26,006 | |
| 7 | OZK |
Bank OZK
|
458 | $23,857 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
This page
|
284 | $19,899 |
All Filings in CFG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,899 | 284 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $15,592 | 260 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $5,023 | 86 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,518 | 85 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,803 | 85 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,441 | 84 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,413 | 78 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2,382 | 58 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,089 | 58 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $2,104 | 58 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $1,922 | 58 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $1,554 | 58 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $1,512 | 58 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $1,761 | 58 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $2,283 | 58 | Shares | Sole | 2024-10-29 | |
| 2022-09-30 | $1,992 | 58 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||