Position in CFG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,486,083
+$351,032 QoQ
Shares Held
35,480
-0.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#363
of 1,095 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Lee Financial Co holds $2,825,421 across 2 Banks - Regional names. CFG ranks #1 (88.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
This page
|
35,480 | $2,486,083 | |
| 2 | BUSE |
First Busey Corp /Nv/
|
11,503 | $339,338 |
All Filings in CFG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,486,083 | 35,480 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,135,051 | 35,602 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $2,088,682 | 35,759 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $1,873,517 | 35,243 | Shares | Other | 2025-11-04 | |
| 2025-06-30 | $1,592,965 | 35,597 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,016,505 | 24,811 | Shares | Sole | 2025-05-13 | |
| 2023-09-30 | $562 | 21 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $547 | 21 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $3,219 | 106 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $2,440 | 62 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,027 | 59 | Shares | Sole | 2022-11-02 | |
| 2022-03-31 | $3,127 | 69 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $3,024 | 64 | Shares | Other | 2022-02-08 | |
| 2020-06-30 | $1,236 | 49 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $921 | 49 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||