Position in CFG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$443,893
+$154,718 QoQ
Shares Held
6,335
+31.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#661
of 1,095 holders
Holding Since
Dec 2025
3 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, 2026Waterloo Capital, L.P. holds $12,194,035 across 10 Banks - Regional names. CFG ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
77,961 | $4,394,661 | |
| 2 | FFIN |
First Financial Bankshares Inc
|
69,285 | $2,397,261 | |
| 3 | RF |
Regions Financial Corp
|
49,060 | $1,481,612 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
4,019 | $989,558 | |
| 5 | TFC |
Truist Financial Corp
|
15,460 | $770,217 | |
| 6 | AX |
Axos Financial, Inc.
|
6,355 | $618,913 | |
| 7 | USB |
US Bancorp De
|
10,126 | $611,610 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
This page
|
6,335 | $443,893 |
All Filings in CFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,893 | 6,335 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $289,175 | 4,822 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $244,445 | 4,185 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||