Position in CFG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$261,501
+$43,151 QoQ
Shares Held
3,732
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#782
of 1,095 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026QTR Family Wealth, LLC holds $2,033,737 across 7 Banks - Regional names. CFG ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,163 | $532,573 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
5,142 | $296,950 | |
| 3 | WAL |
Western Alliance Bancorporation
|
3,346 | $275,041 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
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|
3,732 | $261,501 | |
| 5 | PB |
Prosperity Bancshares Inc
|
3,226 | $235,594 | |
| 6 | EWBC |
East West Bancorp Inc
|
1,724 | $222,551 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,077 | $209,527 |
All Filings in CFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,501 | 3,732 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $218,350 | 3,641 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $193,921 | 3,320 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||