Convergence Investment Partners, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1456133
PALM BEACH GARDENS, FL
Position in CFG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,447,483
+$3,070,236 QoQ
Shares Held
63,472
+88.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#81
of 520 holders
Holding Since
Mar 2020
4 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, 2026Convergence Investment Partners, LLC holds $34,528,695 across 9 Banks - Regional names. CFG ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
28,156 | $6,932,570 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
70,623 | $4,886,405 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
This page
|
63,472 | $4,447,483 | |
| 4 | CATY |
Cathay General Bancorp
|
71,716 | $4,445,674 | |
| 5 | FBP |
First Bancorp /Pr/
|
149,368 | $3,894,023 | |
| 6 | WTFC |
Wintrust Financial Corp
|
23,992 | $3,855,994 | |
| 7 | USB |
US Bancorp De
|
38,044 | $2,297,857 | |
| 8 | FITB |
Fifth Third Bancorp
|
37,273 | $2,101,079 |
All Filings in CFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,447,483 | 63,472 | Shares | Sole | 2026-07-31 | |
| 2025-03-31 | $1,377,247 | 33,616 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $674,492 | 16,423 | Shares | Sole | 2024-10-29 | |
| 2020-03-31 | $1,164,865 | 61,928 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||