FIDELIS CAPITAL PARTNERS, LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1962755 TAMPA, FL

Position in CFG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$467,857

+$73,315 QoQ

Shares Held

6,677

+1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#647

of 1,091 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $8,939,541 across 11 Banks - Regional names. CFG ranks #7 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	10,075	$2,480,666
2	FITB	Fifth Third Bancorp	20,795	$1,172,214
3	AUB	Atlantic Union Bankshares Corp	22,888	$968,391
4	USB	US Bancorp De	15,442	$932,696
5	RF	Regions Financial Corp	29,021	$876,434
6	MTB	M&T Bank Corp	3,681	$876,114
7	CFG	Citizens Financial Group Inc/Ri This page	6,677	$467,857
8	TFC	Truist Financial Corp	9,077	$452,216

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$467,857	6,677	+1.5%	Shares	Sole	2026-08-13
2026-03-31	$394,542	6,579	+5.0%	Shares	Sole	2026-05-06
2025-12-31	$365,997	6,266	+0.8%	Shares	Sole	2026-02-09
2025-09-30	$330,336	6,214	+0.6%	Shares	Sole	2025-11-03
2025-06-30	$276,286	6,174	+3.6%	Shares	Sole	2025-08-07
2025-03-31	$244,181	5,960	-6.5%	Shares	Sole	2025-05-01
2024-12-31	$278,970	6,375	+3.4%	Shares	Sole	2025-02-06
2024-09-30	$253,319	6,168	-7.2%	Shares	Sole	2024-10-25
2024-06-30	$239,347	6,643	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.