VALLEY WEALTH MANAGERS, INC.

Position in CFG — Citizens Financial Group Inc/Ri

CIK 924166 PARAMUS, NJ

Position in CFG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$31,468,926

+$3,128,065 QoQ

Shares Held

449,107

-5.0% QoQ

Ownership

0.107%

of shares outstanding

% of Portfolio

2.23%

of 13F equity value

Holder Rank

#106

of 1,091 holders

Holding Since

Mar 2023

9 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Financial Services · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $43,554,710 across 8 Banks - Regional names. CFG ranks #1 (72.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFG	Citizens Financial Group Inc/Ri This page	449,107	$31,468,926
2	PNC	Pnc Financial Services Group, Inc.	25,113	$6,183,322
3	USB	US Bancorp \De\	92,049	$5,559,758
4	VLY	Valley National Bancorp	19,191	$281,147
5	TFC	Truist Financial Corp	619	$30,838
6	PB	Prosperity Bancshares Inc	216	$15,774
7	HBAN	Huntington Bancshares Inc /Md/	655	$11,613
8	MTB	M&T Bank Corp	14	$3,332

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,468,926	449,107	-5.0%	Shares	Sole	2026-08-04
2026-03-31	$28,340,861	472,584	-3.9%	Shares	Sole	2026-05-06
2025-12-31	$28,713,362	491,583	-1.2%	Shares	Sole	2026-02-04
2025-09-30	$26,448,322	497,523	-2.1%	Shares	Defined	2025-11-03
2025-06-30	$22,749,602	508,371	+423542.5%	Shares	Defined	2025-08-06
2024-12-31	$5,251	120	0.0%	Shares	Sole	2025-01-31
2024-09-30	$4,928	120	0.0%	Shares	Sole	2024-11-06
2024-06-30	$4,323	120	-63.9%	Shares	Sole	2024-08-08
2023-03-31	$10,082	332	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.