CAPTRUST FINANCIAL ADVISORS

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1512024 RALEIGH, NC

Position in CFG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$11,184,464

+$3,102,623 QoQ

Shares Held

186,501

+34.8% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 58.368051645835685.ToString("F0")% Shared 0.ToString("F0")% None 41.63194835416432.ToString("F0")%

Financial Services · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $489,898,903 across 118 Banks - Regional names. CFG ranks #7 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OZK	Bank OZK	2,320,896	$106,505,917
2	PNC	Pnc Financial Services Group, Inc.	322,394	$67,086,967
3	UMBF	Umb Financial Corp	446,393	$50,348,666
4	TFC	Truist Financial Corp	721,661	$33,174,756
5	USB	US Bancorp De	404,649	$21,045,794
6	FSBC	Five Star Bancorp	466,980	$17,614,485
7	CFG	Citizens Financial Group Inc/Ri This page	186,501	$11,184,464
8	ZION	Zions Bancorporation, National Association /Ut/	184,540	$10,633,194

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,184,464	186,501	+34.8%	Shares	Sole	2026-05-15
2025-12-31	$8,081,841	138,364	+25.4%	Shares	Sole	2026-02-17
2025-09-30	$5,867,535	110,375	+8.0%	Shares	Sole	2025-11-19
2025-06-30	$4,574,882	102,232	-1.7%	Shares	Sole	2025-08-15
2025-03-31	$4,261,740	104,021	-0.0%	Shares	Sole	2025-05-15
2024-12-31	$4,553,928	104,066	+1.4%	Shares	Sole	2025-02-14
2024-09-30	$4,212,919	102,579	+6.0%	Shares	Sole	2024-11-14
2024-06-30	$3,485,434	96,737	-5.1%	Shares	Sole	2024-08-15
2024-03-31	$3,700,890	101,981	-29.4%	Shares	Sole	2024-05-15
2023-12-31	$4,788,299	144,487	+1.2%	Shares	Sole	2024-02-14
2023-09-30	$3,827,013	142,799	-4.0%	Shares	Sole	2023-11-15
2023-06-30	$3,877,444	148,675	-2.6%	Shares	Sole	2023-08-15
2023-03-31	$4,636,344	152,662	-1.9%	Shares	Sole	2023-05-15
2022-12-31	$6,126,641	155,617	-14.5%	Shares	Sole	2023-02-15
2022-09-30	$6,254,207	182,020	+7.3%	Shares	Sole	2022-11-16
2022-06-30	$6,052,417	169,583	+10.6%	Shares	Sole	2022-08-23
2022-03-31	$6,953,078	153,388	+4.5%	Shares	Sole	2022-05-16
2021-12-31	$6,934,977	146,772	+0.7%	Shares	Sole	2022-02-14
2021-09-30	$6,846,395	145,730	-1.4%	Shares	Sole	2021-11-16
2021-06-30	$6,781,741	147,847	-12.6%	Shares	Sole	2021-08-16
2021-03-31	$7,466,471	169,116	+25.8%	Shares	Sole	2021-05-17
2020-12-31	$4,805,643	134,386	+30.1%	Shares	Sole	2021-02-16
2020-09-30	$2,611,474	103,302	+11.0%	Shares	Sole	2020-11-17
2020-06-30	$2,349,440	93,084	-35.0%	Shares	Sole	2020-08-14
2020-03-31	$2,691,654	143,097	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.