Position in CFG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,317,565
+$1,036,846 QoQ
Shares Held
33,075
+54.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#373
of 1,091 holders
Holding Since
Mar 2026
2 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, 2026Phoenix Financial Ltd. holds $8,221,217 across 5 Banks - Regional names. CFG ranks #3 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
44,417 | $2,503,786 | |
| 2 | HDB |
Hdfc Bank Ltd
|
90,000 | $2,324,700 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
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|
33,075 | $2,317,565 | |
| 4 | FLG |
Flagstar Bank, National Association
|
53,662 | $801,710 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
8,100 | $273,456 |
All Filings in CFG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,317,565 | 33,075 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,280,719 | 21,356 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||