Boreal Capital Management LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 2080094
MIAMI, FL
Position in CFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,122
+$1,748 QoQ
Shares Held
173
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#974
of 1,095 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Boreal Capital Management LLC holds $161,182 across 10 Banks - Regional names. CFG ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
211 | $51,952 | |
| 2 | USB |
US Bancorp De
|
791 | $47,776 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
This page
|
173 | $12,122 | |
| 4 | KEY |
Keycorp /New/
|
387 | $8,920 | |
| 5 | TFC |
Truist Financial Corp
|
176 | $8,768 | |
| 6 | WABC |
Westamerica Bancorporation
|
142 | $8,331 | |
| 7 | FITB |
Fifth Third Bancorp
|
142 | $8,004 | |
| 8 | EWBC |
East West Bancorp Inc
|
59 | $7,616 |
All Filings in CFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,122 | 173 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,374 | 173 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,104 | 173 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,196 | 173 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $7,741 | 173 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||