Cox Capital Mgt LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1748728 ANDOVER, MA

Position in CFG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,363,562

+$193,608 QoQ

Shares Held

19,460

-0.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#461

of 1,091 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Cox Capital Mgt LLC holds $10,349,656 across 4 Banks - Regional names. CFG ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VBNK	VersaBank	181,521	$4,213,102
2	ESQ	Esquire Financial Holdings, Inc.	27,069	$3,224,188
3	CCB	Coastal Financial Corp	19,982	$1,548,804
4	CFG	Citizens Financial Group Inc/Ri This page	19,460	$1,363,562

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,363,562	19,460	-0.3%	Shares	Sole	2026-07-14
2026-03-31	$1,169,954	19,509	—	Shares	Sole	2026-04-14
No filing history on record for this holder in this stock.