CWM, LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1535847 OMAHA, NE

Position in CFG

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$13,526,173

+$2,575,642 QoQ

Shares Held

225,549

+20.3% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 3.085360609002922.ToString("F0")% Shared 0.ToString("F0")% None 96.91463939099708.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $208,703,709 across 284 Banks - Regional names. CFG ranks #2 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	174,338	$36,277,994
2	CFG	Citizens Financial Group Inc/Ri This page	225,549	$13,526,173
3	USB	US Bancorp De	241,668	$12,569,152
4	PNFP	Pinnacle Financial Partners, Inc.	131,724	$11,346,705
5	PB	Prosperity Bancshares Inc	130,471	$8,765,041
6	BPOP	Popular, Inc.	44,953	$6,031,344
7	TFC	Truist Financial Corp	123,198	$5,663,412
8	FHN	First Horizon Corp	190,735	$4,341,128

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,526,173	225,549	+20.3%	Shares	Sole	2026-05-14
2025-12-31	$10,950,531	187,477	+86.9%	Shares	Sole	2026-01-26
2025-09-30	$5,332,958	100,319	+30.8%	Shares	Sole	2025-10-15
2025-06-30	$3,432,101	76,695	-45.3%	Shares	Sole	2025-07-25
2025-03-31	$5,747,681	140,290	+39.1%	Shares	Sole	2025-05-01
2024-12-31	$4,414,727	100,885	+22.4%	Shares	Sole	2025-02-04
2024-09-30	$3,385,523	82,433	+102.5%	Shares	Sole	2024-10-08
2024-06-30	$1,466,384	40,699	+77.1%	Shares	Sole	2024-07-10
2024-03-31	$833,980	22,981	-0.3%	Shares	Sole	2024-04-05
2023-12-31	$763,645	23,043	+33.4%	Shares	Sole	2024-02-01
2023-09-30	$462,889	17,272	+28.3%	Shares	Sole	2023-10-11
2023-06-30	$350,958	13,457	+13.5%	Shares	Sole	2023-08-03
2023-03-31	$360,097	11,857	+46.5%	Shares	Sole	2023-05-01
2022-12-31	$318,582	8,092	-10.3%	Shares	Sole	2023-02-01
2022-09-30	$309,961	9,021	+39.7%	Shares	Sole	2022-10-27
2022-06-30	$230,521	6,459	+71.1%	Shares	Sole	2022-07-28
2022-03-31	$171,075	3,774	+109.9%	Shares	Sole	2022-04-21
2021-12-31	$84,955	1,798	+43.7%	Shares	Sole	2022-01-31
2021-06-30	$57,383	1,251	0.0%	Shares	Sole	2021-09-15
2021-03-31	$55,231	1,251	0.0%	Shares	Sole	2021-09-15
2020-12-31	$44,735	1,251	0.0%	Shares	Sole	2021-09-15
2020-09-30	$31,625	1,251	0.0%	Shares	Sole	2021-09-15
2020-06-30	$31,575	1,251	0.0%	Shares	Sole	2021-09-15
2020-03-31	$23,531	1,251	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.