Ategra Capital Management, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1741369
VIENNA, VA
Position in CFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,912,440
+$893,632 QoQ
Shares Held
248,665
+3.6% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
9.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Ategra Capital Management, LLC holds $133,832,040 across 15 Banks - Regional names. CFG ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
395,710 | $18,190,788 | |
| 2 | FISI |
Financial Institutions Inc
|
564,100 | $17,887,611 | |
| 3 | BBT |
Beacon Financial Corp
|
511,288 | $15,338,640 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
This page
|
248,665 | $14,912,440 | |
| 5 | HWBK |
Hawthorn Bancshares, Inc.
|
342,390 | $11,535,119 | |
| 6 | PKBK |
Parke Bancorp, Inc.
|
374,147 | $10,625,774 | |
| 7 | AX |
Axos Financial, Inc.
|
113,765 | $9,680,263 | |
| 8 | TCBX |
Third Coast Bancshares, Inc.
|
204,923 | $7,752,237 |
All Filings in CFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,912,440 | 248,665 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,018,808 | 240,007 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,898,172 | 205,007 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,132,813 | 70,007 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||