MV CAPITAL MANAGEMENT, INC.
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1633366
BETHESDA, MD
Position in CFG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,234,400
+$641,598 QoQ
Shares Held
60,431
+0.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#292
of 1,091 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MV CAPITAL MANAGEMENT, INC. holds $6,472,960 across 38 Banks - Regional names. CFG ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
This page
|
60,431 | $4,234,400 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
11,320 | $1,141,961 | |
| 3 | MTB |
M&T Bank Corp
|
1,223 | $291,086 | |
| 4 | TFC |
Truist Financial Corp
|
5,412 | $269,625 | |
| 5 | RF |
Regions Financial Corp
|
6,044 | $182,528 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
370 | $91,101 | |
| 7 | KEY |
Keycorp /New/
|
2,107 | $48,566 | |
| 8 | USB |
US Bancorp \De\
|
803 | $48,501 |
All Filings in CFG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,234,400 | 60,431 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,592,802 | 59,910 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,565,404 | 61,041 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $3,189,334 | 59,995 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $2,843,325 | 63,538 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,712,869 | 66,216 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,971,960 | 67,915 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,793,293 | 68,013 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,422,981 | 67,249 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,386,902 | 65,773 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $904,125 | 27,282 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,761,912 | 65,743 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,673,501 | 64,168 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,617,901 | 53,273 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,069,838 | 52,574 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,785,895 | 51,976 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,670,506 | 46,806 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,124,843 | 46,875 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,193,345 | 46,420 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,121,193 | 45,151 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,947,915 | 42,466 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,777,037 | 40,250 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,236,366 | 34,574 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $701,823 | 27,762 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $550,484 | 21,810 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $316,591 | 16,831 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||