Edgemoor Investment Advisors, Inc.
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1313792
BETHESDA, MD
Position in CFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$205,935
New position
Shares Held
2,939
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#841
of 1,091 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Edgemoor Investment Advisors, Inc. holds $6,137,456 across 2 Banks - Regional names. CFG ranks #2 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
98,204 | $5,931,521 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
This page
|
2,939 | $205,935 |
All Filings in CFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,935 | 2,939 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||