EXCALIBUR MANAGEMENT CORP

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1009003 WALTHAM, MA

Position in CFG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$284,834

+$41,056 QoQ

Shares Held

4,065

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#762

of 1,091 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EXCALIBUR MANAGEMENT CORP holds $3,791,961 across 5 Banks - Regional names. CFG ranks #5 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INDB	Independent Bank Corp	19,200	$1,607,424
2	PNC	Pnc Financial Services Group, Inc.	3,333	$820,651
3	USB	US Bancorp \De\	10,248	$618,979
4	MTB	M&T Bank Corp	1,933	$460,073
5	CFG	Citizens Financial Group Inc/Ri This page	4,065	$284,834

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,834	4,065	0.0%	Shares	Sole	2026-08-03
2026-03-31	$243,778	4,065	0.0%	Shares	Sole	2026-05-05
2025-12-31	$237,436	4,065	0.0%	Shares	Sole	2026-02-10
2025-09-30	$216,095	4,065	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.