Fourth Dimension Wealth, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 2056691
MIDDLEBURG HEIGHTS, OH
Position in CFG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$455,104
+$449,107 QoQ
Shares Held
6,495
+6395.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#652
of 1,091 holders
Holding Since
Mar 2025
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, 2026Fourth Dimension Wealth, LLC holds $1,003,890 across 9 Banks - Regional names. CFG ranks #1 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
This page
|
6,495 | $455,104 | |
| 2 | FITB |
Fifth Third Bancorp
|
6,806 | $383,654 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
3,362 | $59,608 | |
| 4 | KEY |
Keycorp /New/
|
1,874 | $43,195 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
129 | $31,762 | |
| 6 | TFSL |
TFS Financial CORP
|
792 | $14,034 | |
| 7 | USB |
US Bancorp De
|
146 | $8,818 | |
| 8 | FHN |
First Horizon Corp
|
161 | $4,128 |
All Filings in CFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,104 | 6,495 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,997 | 100 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,841 | 100 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,316 | 100 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,475 | 100 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,097 | 100 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||