Cox Capital Mgt LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1748728 ANDOVER, MA

Position in CFG

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$1,169,954

New position

Shares Held

19,509

first reported quarter

Ownership

0.005%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Cox Capital Mgt LLC holds $8,210,590 across 4 Banks - Regional names. CFG ranks #4 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESQ	Esquire Financial Holdings, Inc.	27,133	$2,916,797
2	VBNK	VersaBank	181,194	$2,567,518
3	CCB	Coastal Financial Corp	20,451	$1,556,321
4	CFG	Citizens Financial Group Inc/Ri This page	19,509	$1,169,954

1 filing row on record

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