Goelzer Investment Management, Inc.
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1550057
CARMEL, IN
Position in CFG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$10,471,821
+$1,238,660 QoQ
Shares Held
149,448
-2.9% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#195
of 1,095 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Goelzer Investment Management, Inc. holds $37,319,915 across 7 Banks - Regional names. CFG ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
196,550 | $11,871,620 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
This page
|
149,448 | $10,471,821 | |
| 3 | FMAO |
Farmers & Merchants Bancorp Inc
|
223,604 | $6,837,810 | |
| 4 | FITB |
Fifth Third Bancorp
|
93,176 | $5,252,331 | |
| 5 | BPOP |
Popular, Inc.
|
13,705 | $2,250,086 | |
| 6 | ONB |
Old National Bancorp /In/
|
15,475 | $400,802 | |
| 7 | FRME |
First Merchants Corp
|
5,389 | $235,445 |
All Filings in CFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,471,821 | 149,448 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,233,161 | 153,963 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $9,021,658 | 154,454 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,132,151 | 152,975 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $6,970,081 | 155,756 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $6,415,697 | 156,595 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,803,505 | 201,177 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,472,741 | 206,300 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $7,555,743 | 209,707 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,726,757 | 212,917 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,143,724 | 215,562 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,170,340 | 267,550 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,181,988 | 275,383 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $7,870,537 | 259,155 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $9,522,067 | 241,861 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $8,371,332 | 243,636 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,210,948 | 230,063 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,827,272 | 216,794 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $10,232,932 | 216,570 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,437,828 | 222,176 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $10,988,296 | 239,553 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $10,768,229 | 243,901 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $8,943,719 | 250,104 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,448,928 | 255,100 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $6,545,262 | 259,321 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $393,542 | 20,922 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||