TOTH FINANCIAL ADVISORY CORP
Position in CFG — Citizens Financial Group Inc/Ri
CIK 866780
LEESBURG, VA
Position in CFG
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$496,551
+$487,446 QoQ
Shares Held
8,280
+3024.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
2 quarters on record
Voting authority
Sole 58.574879227053145.ToString("F0")%
Shared 0.ToString("F0")%
None 41.42512077294686.ToString("F0")%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026TOTH FINANCIAL ADVISORY CORP holds $10,958,163 across 25 Banks - Regional names. CFG ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JMSB |
John Marshall Bancorp, Inc.
|
368,621 | $7,475,633 | |
| 2 | TFC |
Truist Financial Corp
|
20,157 | $926,617 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
This page
|
8,280 | $496,551 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
11,738 | $486,187 | |
| 5 | FBK |
FB Financial Corp
|
9,295 | $482,782 | |
| 6 | AUB |
Atlantic Union Bankshares Corp
|
6,510 | $232,667 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
7,100 | $211,438 | |
| 8 | SBCF |
Seacoast Banking Corp Of Florida
|
6,590 | $199,611 |
All Filings in CFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||