Nvest Wealth Strategies, Inc.
Position in CFG — Citizens Financial Group Inc/Ri
CIK 2106942
POWELL, OH
Position in CFG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$840
+$541 QoQ
Shares Held
12
+140.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,070
of 1,091 holders
Holding Since
Mar 2026
2 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, 2026Nvest Wealth Strategies, Inc. holds $42,612 across 9 Banks - Regional names. CFG ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
1,736 | $30,779 | |
| 2 | TFC |
Truist Financial Corp
|
100 | $4,982 | |
| 3 | USB |
US Bancorp De
|
62 | $3,744 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
This page
|
12 | $840 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
3 | $738 | |
| 6 | MTB |
M&T Bank Corp
|
2 | $476 | |
| 7 | RF |
Regions Financial Corp
|
13 | $392 | |
| 8 | KEY |
Keycorp /New/
|
15 | $345 |
All Filings in CFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840 | 12 | Shares | Other | 2026-07-10 | |
| 2026-03-31 | $299 | 5 | Shares | Other | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||