Position in CFG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$29,100,840
-$1,288,837 QoQ
Shares Held
415,311
-18.0% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#110
of 1,095 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $347,750,836 across 134 Banks - Regional names. CFG ranks #2 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
208,652 | $51,374,295 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
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|
415,311 | $29,100,840 | |
| 3 | PB |
Prosperity Bancshares Inc
|
272,487 | $19,899,725 | |
| 4 | WAL |
Western Alliance Bancorporation
|
221,479 | $18,205,573 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
146,831 | $14,812,311 | |
| 6 | EWBC |
East West Bancorp Inc
|
95,834 | $12,371,211 | |
| 7 | BPOP |
Popular, Inc.
|
65,194 | $10,703,550 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
320,277 | $10,264,877 |
All Filings in CFG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,100,840 | 415,311 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $30,389,677 | 506,748 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $28,831,643 | 493,608 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,837,168 | 279,104 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $9,331,404 | 208,523 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $13,998,875 | 341,686 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $12,500,219 | 285,654 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $1,842,646 | 44,866 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $552,375 | 15,331 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $516,951 | 14,245 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $470,554 | 14,199 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $278,907 | 10,407 | Shares | Other | 2023-11-06 | |
| 2023-03-31 | $446,164 | 14,691 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $699,919 | 17,778 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $434,035 | 12,632 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $460,151 | 12,893 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $554,567 | 12,234 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $526,790 | 11,149 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $451,195 | 9,604 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $424,802 | 9,261 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $289,535 | 6,558 | Shares | Other | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||