Wellington Shields & Co., LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1506073
NEW YORK, NY
Position in CFG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,382,380
+$343,400 QoQ
Shares Held
34,000
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#369
of 1,095 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Wellington Shields & Co., LLC holds $5,562,324 across 5 Banks - Regional names. CFG ranks #1 (42.8% of the industry book) .
All Filings in CFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,382,380 | 34,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,038,980 | 34,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,985,940 | 34,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,807,440 | 34,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,521,500 | 34,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,392,980 | 34,000 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,487,840 | 34,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,396,380 | 34,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,225,020 | 34,000 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,233,860 | 34,000 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $1,126,760 | 34,000 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $911,200 | 34,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $886,720 | 34,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,032,580 | 34,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,338,580 | 34,000 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,168,240 | 34,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,213,460 | 34,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,541,220 | 34,000 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,606,500 | 34,000 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,597,320 | 34,000 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,559,580 | 34,000 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,501,100 | 34,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,215,840 | 34,000 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $859,520 | 34,000 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $858,160 | 34,000 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $639,540 | 34,000 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||