KERR FINANCIAL PLANNING Corp

Position in CFG — Citizens Financial Group Inc/Ri

CIK 2095947 FRESNO, CA

Position in CFG

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$7,357

+$1,061 QoQ

Shares Held

105

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#112

of 129 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Jun 30, 2026

KERR FINANCIAL PLANNING Corp holds $936,743 across 4 Banks - Regional names. CFG ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UMBF	Umb Financial Corp	5,224	$745,778
2	ENBP	ENB Financial Corp	5,000	$141,250
3	CWBC	Community West Bancshares	1,577	$42,358
4	CFG	Citizens Financial Group Inc/Ri This page	105	$7,357

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,357	105	0.0%	Shares	Sole	2026-07-02
2026-03-31	$6,296	105	+1.0%	Shares	Sole	2026-04-29
2025-12-31	$6,074	104	-1.0%	Shares	Sole	2026-02-10
2025-09-30	$5,581	105	—	Shares	Sole	2025-11-25
No filing history on record for this holder in this stock.