Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1510434
Seattle, WA
Position in CFG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$713,402
+$327,897 QoQ
Shares Held
11,896
+80.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 99.6217215870881.ToString("F0")%
Shared 0.ToString("F0")%
None 0.3782784129119031.ToString("F0")%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $17,532,649 across 35 Banks - Regional names. CFG ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
37,182 | $1,933,835 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,693 | $1,392,746 | |
| 3 | FITB |
Fifth Third Bancorp
|
27,765 | $1,289,961 | |
| 4 | MTB |
M&T Bank Corp
|
4,304 | $889,722 | |
| 5 | FBP |
First Bancorp /Pr/
|
37,725 | $805,805 | |
| 6 | PFBC |
Preferred Bank
|
8,510 | $771,771 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
This page
|
11,896 | $713,402 | |
| 8 | HBT |
HBT Financial, Inc.
|
25,516 | $681,787 |
All Filings in CFG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $713,402 | 11,896 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $385,505 | 6,600 | Shares | Other | 2026-01-16 | |
| 2023-03-31 | $254,804 | 8,390 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $343,581 | 8,727 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $290,754 | 8,462 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $351,832 | 9,858 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $665,716 | 14,686 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $833,631 | 17,643 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,032,244 | 21,972 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $980,058 | 21,366 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $814,258 | 18,443 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $841,075 | 23,520 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $538,489 | 21,301 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $376,606 | 14,921 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||