Jackson, Grant Investment Advisers, Inc.
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1650300
STAMFORD, CT
Position in CFG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,847
+$1,131 QoQ
Shares Held
112
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#994
of 1,095 holders
Holding Since
Mar 2023
14 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, 2026Jackson, Grant Investment Advisers, Inc. holds $232,340 across 7 Banks - Regional names. CFG ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
1,600 | $96,640 | |
| 2 | KEY |
Keycorp /New/
|
3,007 | $69,311 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
190 | $46,781 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
This page
|
112 | $7,847 | |
| 5 | MTB |
M&T Bank Corp
|
23 | $5,474 | |
| 6 | IBN |
Icici Bank Ltd
|
125 | $3,628 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
150 | $2,659 |
All Filings in CFG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,847 | 112 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,716 | 112 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,541 | 112 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,953 | 112 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,012 | 112 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,588 | 112 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,901 | 112 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,599 | 112 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,035 | 112 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,064 | 112 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,711 | 112 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,001 | 112 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,920 | 112 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,401 | 112 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||