BXM Wealth LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 2052379 Englewood, CO

Position in CFG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$409,559

+$98,839 QoQ

Shares Held

5,845

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#683

of 1,091 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BXM Wealth LLC holds $1,564,733 across 4 Banks - Regional names. CFG ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RF	Regions Financial Corp	14,675	$443,185
2	CFG	Citizens Financial Group Inc/Ri This page	5,845	$409,559
3	MTB	M&T Bank Corp	1,600	$380,816
4	FITB	Fifth Third Bancorp	5,875	$331,173

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$409,559	5,845	0.0%	Shares	Sole	2026-07-27
2025-09-30	$310,720	5,845	—	Shares	Sole	2025-10-28
No filing history on record for this holder in this stock.