Position in CFG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,104,583
-$947,830 QoQ
Shares Held
15,764
-53.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#486
of 1,091 holders
Holding Since
Jun 2020
19 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, 2026ALTFEST L J & CO INC holds $3,639,504 across 4 Banks - Regional names. CFG ranks #1 (30.3% of the industry book) .
All Filings in CFG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,104,583 | 15,764 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,052,413 | 34,224 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,050,424 | 35,104 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $802,450 | 15,095 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $669,773 | 14,967 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $642,122 | 15,673 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $693,771 | 15,854 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $645,702 | 15,722 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $565,743 | 15,702 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $552,007 | 15,211 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $523,777 | 15,805 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $336,527 | 12,557 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $324,617 | 12,447 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $370,848 | 12,211 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $382,164 | 9,707 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $332,192 | 9,668 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $341,517 | 9,569 | Shares | Sole | 2022-08-04 | |
| 2020-09-30 | $989,762 | 39,152 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $788,699 | 31,248 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||