Klingman & Associates, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1662449
New York, NY
Position in CFG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$28,722,533
+$1,323,560 QoQ
Shares Held
409,912
-10.3% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
5.69%
of 13F equity value
Holder Rank
#111
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, 2026Klingman & Associates, LLC holds $32,069,941 across 8 Banks - Regional names. CFG ranks #1 (89.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
This page
|
409,912 | $28,722,533 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
35,398 | $1,622,290 | |
| 3 | TFC |
Truist Financial Corp
|
14,520 | $723,386 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
8,547 | $288,546 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,129 | $277,982 | |
| 6 | USB |
US Bancorp \De\
|
3,508 | $211,883 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
15,229 | $145,893 | |
| 8 | LYG |
Lloyds Banking Group plc
|
13,281 | $77,428 |
All Filings in CFG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,722,533 | 409,912 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $27,398,973 | 456,878 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $24,942,062 | 427,017 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $23,769,802 | 447,137 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $20,006,874 | 447,081 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $18,321,702 | 447,198 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,925,146 | 409,624 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $17,279,011 | 420,721 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $15,160,018 | 420,761 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $15,267,965 | 420,721 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $10,991,510 | 331,669 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $8,885,647 | 331,554 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $8,772,477 | 336,368 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $10,066,713 | 331,469 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $12,481,274 | 317,025 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $11,089,964 | 322,758 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $11,520,482 | 322,793 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $14,629,940 | 322,743 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $13,530,699 | 286,364 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $13,453,756 | 286,372 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $13,137,397 | 286,405 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $12,644,780 | 286,405 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $5,220,173 | 145,978 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,690,323 | 145,978 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,674,641 | 145,588 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,504,800 | 80,000 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||