LPL Financial LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1403438 FORT MILL, SC

Position in CFG

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$32,799,152

+$1,359,094 QoQ

Shares Held

546,926

+1.6% QoQ

Ownership

0.129%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 8.182276944230116.ToString("F0")% Shared 0.ToString("F0")% None 91.81772305576989.ToString("F0")%

Financial Services · as of Mar 31, 2026

LPL Financial LLC holds $1,138,363,577 across 166 Banks - Regional names. CFG ranks #6 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	4,940,887	$227,132,575
2	PNC	Pnc Financial Services Group, Inc.	940,439	$195,695,951
3	USB	US Bancorp De	3,087,669	$160,589,664
4	HBAN	Huntington Bancshares Inc /Md/	2,838,548	$44,423,276
5	FITB	Fifth Third Bancorp	831,223	$38,618,620
6	CFG	Citizens Financial Group Inc/Ri This page	546,926	$32,799,152
7	RF	Regions Financial Corp	1,247,350	$32,580,782
8	MTB	M&T Bank Corp	134,213	$27,744,511

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,799,152	546,926	+1.6%	Shares	Sole	2026-05-06
2025-12-31	$31,440,058	538,265	+16.1%	Shares	Sole	2026-02-11
2025-09-30	$24,651,248	463,718	+13.2%	Shares	Sole	2025-11-12
2025-06-30	$18,333,403	409,685	+1.0%	Shares	Sole	2025-08-12
2025-03-31	$16,625,503	405,797	+3.4%	Shares	Sole	2025-05-07
2024-12-31	$17,172,167	392,417	+2.2%	Shares	Sole	2025-02-11
2024-09-30	$15,774,822	384,096	+15.5%	Shares	Sole	2024-11-08
2024-06-30	$11,977,236	332,424	+3.4%	Shares	Sole	2024-08-07
2024-03-31	$11,662,226	321,362	+5.0%	Shares	Sole	2024-05-10
2023-12-31	$10,147,004	306,186	-3.5%	Shares	Sole	2024-02-14
2023-09-30	$8,500,960	317,200	+14.2%	Shares	Sole	2023-11-13
2023-06-30	$7,246,719	277,865	+12.9%	Shares	Sole	2023-07-31
2023-03-31	$7,473,358	246,077	+11.9%	Shares	Sole	2023-05-10
2022-12-31	$8,660,770	219,984	+6.8%	Shares	Sole	2023-02-07
2022-09-30	$7,074,242	205,886	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$7,327,620	205,313	+21.8%	Shares	Sole	2022-08-12
2022-03-31	$7,642,230	168,591	+6.1%	Shares	Sole	2022-05-16
2021-12-31	$7,506,749	158,873	+14.4%	Shares	Sole	2022-02-14
2021-09-30	$6,522,515	138,836	+45.0%	Shares	Sole	2021-11-15
2021-06-30	$4,391,685	95,742	+49.8%	Shares	Sole	2021-08-13
2021-03-31	$2,822,200	63,923	+20.4%	Shares	Sole	2021-05-14
2020-12-31	$1,898,498	53,090	+2.3%	Shares	Sole	2021-02-12
2020-09-30	$1,312,032	51,900	+29.9%	Shares	Sole	2020-11-09
2020-06-30	$1,008,287	39,948	-18.6%	Shares	Sole	2020-08-13
2020-03-31	$922,611	49,049	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.