Diversified Trust Co

Bank

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1479844 MEMPHIS, TN

Position in CFG

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$1,876,641

+$1,226,246 QoQ

Shares Held

31,293

+181.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Diversified Trust Co holds $53,624,386 across 44 Banks - Regional names. CFG ranks #6 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	167,815	$7,714,454
2	PNFP	Pinnacle Financial Partners, Inc.	54,144	$4,663,963
3	BAP	Credicorp Ltd	10,953	$3,715,038
4	CARE	Carter Bankshares, Inc.	131,488	$3,066,300
5	BPOP	Popular, Inc.	16,147	$2,166,442
6	CFG	Citizens Financial Group Inc/Ri This page	31,293	$1,876,641
7	HDB	Hdfc Bank Ltd	71,709	$1,784,119
8	CFR	Cullen/Frost Bankers, Inc.	12,943	$1,774,226

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,876,641	31,293	+181.0%	Shares	Sole	2026-04-16
2025-12-31	$650,395	11,135	+0.2%	Shares	Sole	2026-01-09
2025-09-30	$590,713	11,112	+1.4%	Shares	Sole	2025-10-20
2025-06-30	$490,460	10,960	+0.6%	Shares	Sole	2025-07-11
2025-03-31	$446,450	10,897	-0.4%	Shares	Sole	2025-04-24
2024-12-31	$478,865	10,943	-0.5%	Shares	Sole	2025-01-07
2024-09-30	$451,564	10,995	-11.8%	Shares	Sole	2024-10-07
2024-06-30	$449,041	12,463	+18.3%	Shares	Sole	2024-07-16
2024-03-31	$382,206	10,532	+5.7%	Shares	Sole	2024-04-18
2023-12-31	$330,140	9,962	—	Shares	Sole	2024-01-08
No filing history on record for this holder in this stock.