Pointe Capital Management LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1640335
GROSSE POINTE FARMS, MI
Position in CFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$417,827
+$60,226 QoQ
Shares Held
5,963
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#678
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, 2026Pointe Capital Management LLC holds $694,036 across 2 Banks - Regional names. CFG ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
This page
|
5,963 | $417,827 | |
| 2 | USB |
US Bancorp De
|
4,573 | $276,209 |
All Filings in CFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,827 | 5,963 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $357,601 | 5,963 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $348,298 | 5,963 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $334,270 | 6,288 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $281,388 | 6,288 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $257,619 | 6,288 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $275,162 | 6,288 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $258,248 | 6,288 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $560,518 | 15,557 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $565,071 | 15,571 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $516,022 | 15,571 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $414,140 | 15,453 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $418,323 | 16,040 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $497,703 | 16,388 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $708,030 | 17,984 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $633,667 | 18,442 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $653,698 | 18,316 | Shares | Sole | 2022-08-26 | |
| 2022-03-31 | $830,264 | 18,316 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $852,437 | 18,041 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $828,774 | 17,641 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $801,853 | 17,481 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $755,274 | 17,107 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $571,945 | 15,994 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $458,806 | 18,149 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $450,079 | 17,832 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $338,504 | 17,996 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||