Position in CFG
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$485,585
+$75,211 QoQ
Shares Held
6,930
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#643
of 1,091 holders
Holding Since
Mar 2020
18 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, 2026CX Institutional holds $9,421,955 across 40 Banks - Regional names. CFG ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
24,831 | $1,499,792 | |
| 2 | FITB |
Fifth Third Bancorp
|
19,489 | $1,098,594 | |
| 3 | GBCI |
Glacier Bancorp, Inc.
|
16,675 | $860,096 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,024 | $744,569 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
39,648 | $702,959 | |
| 6 | BOKF |
Bok Financial Corp
|
5,000 | $694,400 | |
| 7 | TFC |
Truist Financial Corp
|
12,788 | $637,098 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
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|
6,930 | $485,585 |
All Filings in CFG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,585 | 6,930 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $410,374 | 6,843 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $405,190 | 6,937 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $351,547 | 6,613 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $297,229 | 6,642 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $243,525 | 5,944 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $254,333 | 5,812 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $240,629 | 5,859 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $207,280 | 5,753 | Shares | Sole | 2024-07-11 | |
| 2022-06-30 | $112,245 | 3,145 | Shares | Sole | 2022-08-02 | |
| 2021-12-31 | $3,283,213 | 69,486 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,748,736 | 37,223 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $156,187 | 3,405 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $274,524 | 6,218 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,232,103 | 62,419 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,775,616 | 70,238 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $790,188 | 31,307 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $506,026 | 26,902 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||