Newman Dignan & Sheerar, Inc.
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1566493
PROVIDENCE, RI
Position in CFG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,284,663
+$179,716 QoQ
Shares Held
18,334
-0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#471
of 1,091 holders
Holding Since
Mar 2020
26 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, 2026Newman Dignan & Sheerar, Inc. holds $1,505,066 across 2 Banks - Regional names. CFG ranks #1 (85.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
This page
|
18,334 | $1,284,663 | |
| 2 | TFC |
Truist Financial Corp
|
4,424 | $220,403 |
All Filings in CFG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,284,663 | 18,334 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,104,947 | 18,425 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,110,666 | 19,015 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,035,822 | 19,485 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $882,693 | 19,725 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $833,862 | 20,353 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $977,729 | 22,343 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $917,175 | 22,332 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $825,267 | 22,905 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $841,637 | 23,192 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $759,800 | 22,927 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $601,767 | 22,454 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $593,320 | 22,750 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $550,456 | 18,125 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $531,376 | 13,497 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $404,039 | 11,759 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $375,387 | 10,518 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $477,188 | 10,527 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $544,650 | 11,527 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $564,605 | 12,018 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $551,265 | 12,018 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $525,385 | 11,900 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $425,544 | 11,900 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $440,276 | 17,416 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $457,878 | 18,141 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $378,513 | 20,123 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||