Costello Asset Management, INC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1760145 FEASTERVILLE, PA

Position in CFG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$50,800

+$24,544 QoQ

Shares Held

725

+20.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#900

of 1,091 holders

Holding Since

Sep 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Costello Asset Management, INC holds $136,130 across 6 Banks - Regional names. CFG ranks #1 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFG	Citizens Financial Group Inc/Ri This page	725	$50,800
2	WSFS	Wsfs Financial Corp	430	$32,993
3	STBA	S&T Bancorp Inc	666	$32,687
4	USB	US Bancorp De	152	$9,180
5	MTB	M&T Bank Corp	26	$6,188
6	TRST	Trustco Bank Corp N Y	78	$4,282

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,800	725	+20.8%	Shares	Sole	2026-07-28
2024-12-31	$26,256	600	0.0%	Shares	Sole	2025-01-24
2024-09-30	$24,642	600	—	Shares	Sole	2024-11-01
No filing history on record for this holder in this stock.