GRIMES & Co WEALTH MANAGEMENT, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1321993
WESTBOROUGH, MA
Position in CFG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,603,100
+$1,104,570 QoQ
Shares Held
37,150
+48.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#359
of 1,095 holders
Holding Since
Mar 2026
2 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $45,019,982 across 9 Banks - Regional names. CFG ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
835,596 | $25,234,999 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
121,221 | $8,387,280 | |
| 3 | USB |
US Bancorp De
|
89,299 | $5,393,658 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
This page
|
37,150 | $2,603,100 | |
| 5 | MTB |
M&T Bank Corp
|
6,091 | $1,449,718 | |
| 6 | TRMK |
Trustmark Corp
|
17,883 | $822,796 | |
| 7 | EBC |
Eastern Bankshares, Inc.
|
21,411 | $476,180 | |
| 8 | ECBK |
ECB Bancorp, Inc. /MD/
|
20,000 | $401,600 |
All Filings in CFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,603,100 | 37,150 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,498,530 | 24,988 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||