Position in CFG
as of Jun 30, 2026
· filed Aug 26, 2026
Position Value
$5,688,632
-$4,045,098 QoQ
Shares Held
81,185
-50.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#261
of 1,095 holders
Holding Since
Jun 2025
5 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, 2026HORAN Wealth, LLC holds $10,115,436 across 5 Banks - Regional names. CFG ranks #1 (56.2% of the industry book) .
All Filings in CFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,688,632 | 81,185 | Shares | Sole | 2026-08-26 | |
| 2026-03-31 | $9,733,730 | 162,310 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,698,208 | 80,435 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,204,902 | 79,099 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,414,559 | 76,303 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||