Chicago Partners Investment Group LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1563525
CHICAGO, IL
Position in CFG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,952,220
+$358,578 QoQ
Shares Held
27,861
+4.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#397
of 1,095 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $27,571,147 across 35 Banks - Regional names. CFG ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
12,085 | $2,975,568 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
This page
|
27,861 | $1,952,220 | |
| 3 | USB |
US Bancorp De
|
25,829 | $1,560,071 | |
| 4 | WAL |
Western Alliance Bancorporation
|
18,558 | $1,525,467 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
|
19,700 | $1,363,043 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
20,865 | $1,204,953 | |
| 7 | FRME |
First Merchants Corp
|
26,101 | $1,140,352 | |
| 8 | TMP |
Tompkins Financial Corp
|
11,964 | $1,130,837 |
All Filings in CFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,952,220 | 27,861 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,593,642 | 26,574 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,192,089 | 20,409 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $753,117 | 14,167 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $418,546 | 9,353 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $461,449 | 10,545 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $272,458 | 6,634 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||