RICHARDSON FINANCIAL SERVICES INC.

Position in CFG — Citizens Financial Group Inc/Ri

CIK 2012303 MEDWAY, MA

Position in CFG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$267,527

+$25,369 QoQ

Shares Held

3,818

-5.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#776

of 1,091 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RICHARDSON FINANCIAL SERVICES INC. holds $1,472,146 across 14 Banks - Regional names. CFG ranks #3 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	4,826	$291,490
2	FITB	Fifth Third Bancorp	4,850	$273,394
3	CFG	Citizens Financial Group Inc/Ri This page	3,818	$267,527
4	RF	Regions Financial Corp	6,840	$206,568
5	TFC	Truist Financial Corp	2,205	$109,853
6	WTFC	Wintrust Financial Corp	439	$70,556
7	KB	KB Financial Group Inc.	528	$55,418
8	KEY	Keycorp /New/	2,070	$47,713

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$267,527	3,818	-5.4%	Shares	Sole	2026-08-10
2026-03-31	$242,158	4,038	-3.5%	Shares	Sole	2026-05-04
2025-12-31	$244,329	4,183	-2.7%	Shares	Sole	2026-01-22
2025-09-30	$228,481	4,298	-4.9%	Shares	Sole	2025-10-28
2025-06-30	$202,180	4,518	-1.5%	Shares	Sole	2025-07-25
2025-03-31	$187,970	4,588	0.0%	Shares	Sole	2025-05-06
2024-12-31	$200,770	4,588	-10.9%	Shares	Sole	2025-01-24
2024-09-30	$211,510	5,150	0.0%	Shares	Sole	2024-10-24
2024-06-30	$185,554	5,150	-10.1%	Shares	Sole	2024-08-12
2024-03-31	$207,941	5,730	-2.1%	Shares	Sole	2024-05-03
2023-12-31	$194,034	5,855	—	Shares	Sole	2024-03-04
No filing history on record for this holder in this stock.