HAGER INVESTMENT MANAGEMENT SERVICES, LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 2026645 NEW LONDON, NH

Position in CFG

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

Position Value

$2,678,355

+$491,310 QoQ

Shares Held

38,224

+4.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#356

of 1,095 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HAGER INVESTMENT MANAGEMENT SERVICES, LLC holds $3,488,068 across 6 Banks - Regional names. CFG ranks #1 (76.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFG	Citizens Financial Group Inc/Ri This page	38,224	$2,678,355
2	PNC	Pnc Financial Services Group, Inc.	1,544	$380,163
3	MTB	M&T Bank Corp	962	$228,965
4	BHB	Bar Harbor Bankshares	4,925	$185,968
5	FITB	Fifth Third Bancorp	220	$12,401
6			29	$2,216

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,678,355	38,224	+4.8%	Shares	Sole	2026-07-20
2026-03-31	$2,187,045	36,469	+33.2%	Shares	Sole	2026-05-12
2025-12-31	$1,598,740	27,371	+28.4%	Shares	Sole	2026-01-22
2025-09-30	$1,133,583	21,324	+52.5%	Shares	Sole	2025-11-12
2025-06-30	$625,605	13,980	+35.5%	Shares	Sole	2025-07-23
2025-03-31	$422,810	10,320	+90.6%	Shares	Sole	2025-05-02
2024-12-31	$236,960	5,415	—	Shares	Sole	2025-01-27
No filing history on record for this holder in this stock.