Position in CFG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$245,245
+$35,350 QoQ
Shares Held
3,500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#797
of 1,095 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026S&CO INC holds $934,661 across 2 Banks - Regional names. CFG ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,800 | $689,416 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
This page
|
3,500 | $245,245 |
All Filings in CFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,245 | 3,500 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $209,895 | 3,500 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $204,435 | 3,500 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||