SUMMIT WEALTH GROUP LLC / CO
Position in CFG — Citizens Financial Group Inc/Ri
CIK 2081278
COLORADO SPRINGS, CO
Position in CFG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$202,151
New position
Shares Held
2,885
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#846
of 1,095 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 4%
Shared 0%
None 96%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $2,026,650 across 6 Banks - Regional names. CFG ranks #6 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNST |
Renasant Corp
|
17,007 | $723,477 | |
| 2 | USB |
US Bancorp De
|
5,316 | $321,086 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,160 | $285,615 | |
| 4 | AX |
Axos Financial, Inc.
|
2,764 | $269,185 | |
| 5 | TFC |
Truist Financial Corp
|
4,519 | $225,136 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
This page
|
2,885 | $202,151 |
All Filings in CFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,151 | 2,885 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||