Sandro Wealth Management LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 2107860
FAIRFIELD, NJ
Position in CFG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$504,994
+$84,965 QoQ
Shares Held
7,207
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#634
of 1,091 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sandro Wealth Management LLC holds $1,314,069 across 4 Banks - Regional names. CFG ranks #1 (38.4% of the industry book) .
All Filings in CFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,994 | 7,207 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $420,029 | 7,004 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $378,438 | 6,479 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||