Ponta Wealth Partners, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 2107740
WINTER PARK, FL
Position in CFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$523,352
+$187,461 QoQ
Shares Held
7,469
+33.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#628
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, 2026Ponta Wealth Partners, LLC holds $3,054,705 across 9 Banks - Regional names. CFG ranks #1 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
This page
|
7,469 | $523,352 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,116 | $521,001 | |
| 3 | FITB |
Fifth Third Bancorp
|
8,036 | $452,989 | |
| 4 | USB |
US Bancorp \De\
|
7,296 | $440,678 | |
| 5 | HWC |
Hancock Whitney Corp
|
3,404 | $254,346 | |
| 6 | ABCB |
Ameris Bancorp
|
2,681 | $241,987 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,164 | $218,304 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
6,488 | $207,940 |
All Filings in CFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,352 | 7,469 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $335,891 | 5,601 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||