ACTION POINT FINANCIAL PLANNING, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 2116119
GRAND RAPIDS, MI
Position in CFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$88,844
New position
Shares Held
1,268
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#882
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, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $2,464,851 across 99 Banks - Regional names. CFG ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBWM |
Mercantile Bank Corp
|
15,923 | $914,296 | |
| 2 | FITB |
Fifth Third Bancorp
|
3,682 | $207,549 | |
| 3 | USB |
US Bancorp De
|
2,282 | $137,824 | |
| 4 | WTFC |
Wintrust Financial Corp
|
642 | $103,178 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
389 | $95,771 | |
| 6 | AX |
Axos Financial, Inc.
|
971 | $94,563 | |
| 7 | FRST |
Primis Financial Corp.
|
5,500 | $90,035 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
This page
|
1,268 | $88,844 |
All Filings in CFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,844 | 1,268 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||