TOTH FINANCIAL ADVISORY CORP
Position in CFG — Citizens Financial Group Inc/Ri
CIK 866780
LEESBURG, VA
Position in CFG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,897,495
+$1,400,944 QoQ
Shares Held
27,080
+227.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#406
of 1,091 holders
Holding Since
Sep 2022
3 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $12,381,454 across 23 Banks - Regional names. CFG ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JMSB |
John Marshall Bancorp, Inc.
|
336,253 | $7,330,315 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
This page
|
27,080 | $1,897,495 | |
| 3 | TFC |
Truist Financial Corp
|
20,147 | $1,003,723 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
11,738 | $537,952 | |
| 5 | FBK |
FB Financial Corp
|
9,695 | $536,618 | |
| 6 | AUB |
Atlantic Union Bankshares Corp
|
5,570 | $235,666 | |
| 7 | SBCF |
Seacoast Banking Corp Of Florida
|
6,590 | $219,117 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
4,400 | $148,544 |
All Filings in CFG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,897,495 | 27,080 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $496,551 | 8,280 | Shares | Sole | 2026-04-16 | |
| 2022-09-30 | $9,105 | 265 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||