55 North Private Wealth, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 2106457
WINTER PARK, FL
Position in CFG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$256,456
New position
Shares Held
3,660
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#786
of 1,095 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 202655 North Private Wealth, LLC holds $3,749,504 across 14 Banks - Regional names. CFG ranks #8 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
48,719 | $466,728 | |
| 2 | USB |
US Bancorp De
|
5,679 | $343,011 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,256 | $309,252 | |
| 4 | WF |
Woori Financial Group Inc.
|
5,090 | $292,166 | |
| 5 | SHG |
Shinhan Financial Group Co Ltd
|
4,482 | $283,486 | |
| 6 | KB |
KB Financial Group Inc.
|
2,696 | $282,972 | |
| 7 | MTB |
M&T Bank Corp
|
1,082 | $257,526 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
This page
|
3,660 | $256,456 |
All Filings in CFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,456 | 3,660 | Shares | Sole | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||