AFFINITY INVESTMENT ADVISORS, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1520601
NEWPORT BEACH, CA
Position in CFG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$946,085
+$128,574 QoQ
Shares Held
13,502
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#520
of 1,095 holders
Holding Since
Sep 2021
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, 2026AFFINITY INVESTMENT ADVISORS, LLC holds $3,186,424 across 4 Banks - Regional names. CFG ranks #1 (29.7% of the industry book) .
All Filings in CFG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $946,085 | 13,502 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $817,511 | 13,632 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $669,320 | 11,459 | Shares | Sole | 2026-02-12 | |
| 2021-09-30 | $246,598 | 5,249 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||