Position in CFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$30,389,677
+$1,558,034 QoQ
Shares Held
506,748
+2.7% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 16.92655915760891.ToString("F0")%
Shared 0.ToString("F0")%
None 83.0734408423911.ToString("F0")%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026IEQ CAPITAL, LLC holds $382,853,779 across 115 Banks - Regional names. CFG ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
4,298,560 | $61,770,306 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
239,501 | $49,837,763 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
This page
|
506,748 | $30,389,677 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
231,622 | $19,951,919 | |
| 5 | PB |
Prosperity Bancshares Inc
|
295,148 | $19,828,042 | |
| 6 | USB |
US Bancorp De
|
299,305 | $15,566,853 | |
| 7 | BPOP |
Popular, Inc.
|
95,806 | $12,854,291 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
437,132 | $11,990,530 |
All Filings in CFG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||