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Trust Investment Advisors: CFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trust Investment Advisors on CFG, newest first. How the timeline and the estimate are built.

Trust Investment Advisors held 33,987 CFG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,987 shares
    Change vs previous 13F -79 shares

    1.14% of the 13F portfolio, value $2,381,469.

    13F-HR 0001597690-26-000004 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,066 shares
    Change vs previous 13F -4,458 shares

    1.2% of the 13F portfolio, value $2,042,938.

    13F-HR 0001597690-26-000003 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,524 shares
    Change vs previous 13F +2,972 shares

    1.2% of the 13F portfolio, value $2,250,187.

    13F-HR 0001597690-26-000002 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,552 shares
    Change vs previous 13F +396 shares

    1.06% of the 13F portfolio, value $1,889,944.

    13F-HR 0001597690-25-000007 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,156 shares
    Change vs previous 13F -2,043 shares

    0.96% of the 13F portfolio, value $1,573,231.

    13F-HR 0001085146-25-004435 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 37,199 shares
    Change vs previous 13F +697 shares

    0.98% of the 13F portfolio, value $1,524,043.

    13F-HR 0001085146-25-002550 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 36,502 shares
    Change vs previous 13F -3,939 shares

    1.02% of the 13F portfolio, value $1,597,328.

    13F-HR 0001085146-25-001021 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 40,441 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,660,912.

    13F-HR 0001085146-24-005491 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).