Sterling Investment Counsel, LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1925853 Buffalo, NY

Position in CFG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,304,181

+$366,911 QoQ

Shares Held

32,884

+1.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#376

of 1,095 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Financial Services · as of Jun 30, 2026

Sterling Investment Counsel, LLC holds $4,948,344 across 6 Banks - Regional names. CFG ranks #1 (46.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFG	Citizens Financial Group Inc/Ri This page	32,884	$2,304,181
2	MTB	M&T Bank Corp	4,216	$1,003,450
3	FITB	Fifth Third Bancorp	8,646	$487,375
4	USB	US Bancorp De	7,862	$474,864
5	TMP	Tompkins Financial Corp	3,968	$375,055
6	RF	Regions Financial Corp	10,047	$303,419

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,304,181	32,884	+1.8%	Shares	Sole	2026-07-20
2026-03-31	$1,937,270	32,304	+1.2%	Shares	Sole	2026-04-16
2025-12-31	$1,864,739	31,925	+39.0%	Shares	Sole	2026-01-27
2025-09-30	$1,221,191	22,972	+58.9%	Shares	Sole	2025-10-21
2025-06-30	$646,950	14,457	-41.9%	Shares	Sole	2025-07-21
2025-03-31	$1,018,841	24,868	+196.1%	Shares	Sole	2025-04-21
2024-12-31	$367,540	8,399	-0.8%	Shares	Sole	2025-01-22
2024-09-30	$347,616	8,464	0.0%	Shares	Sole	2024-10-22
2024-06-30	$304,957	8,464	-14.6%	Shares	Sole	2024-07-25
2024-03-31	$359,561	9,908	+6.8%	Shares	Sole	2024-04-26
2023-12-31	$307,472	9,278	+6.1%	Shares	Sole	2024-01-12
2023-09-30	$234,312	8,743	+12.0%	Shares	Sole	2023-10-19
2023-06-30	$203,502	7,803	+12.5%	Shares	Sole	2023-07-17
2023-03-31	$210,707	6,938	+0.2%	Shares	Sole	2023-04-18
2022-12-31	$272,558	6,923	0.0%	Shares	Sole	2023-01-20
2022-09-30	$237,874	6,923	+44.3%	Shares	Sole	2022-10-21
2021-12-31	$226,658	4,797	—	Shares	Sole	2022-04-29
No filing history on record for this holder in this stock.