Phillip James Consulting Co.
Position in CFG — Citizens Financial Group Inc/Ri
CIK 2111830
PLYMOUTH, MN
Position in CFG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,331
+$192 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,060
of 1,091 holders
Holding Since
Mar 2026
2 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, 2026Phillip James Consulting Co. holds $45,152 across 10 Banks - Regional names. CFG ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
120 | $29,546 | |
| 2 | USB |
US Bancorp De
|
63 | $3,805 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
174 | $3,085 | |
| 4 | RF |
Regions Financial Corp
|
69 | $2,083 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
This page
|
19 | $1,331 | |
| 6 | TFC |
Truist Financial Corp
|
26 | $1,295 | |
| 7 | NU |
Nu Holdings Ltd.
|
85 | $1,135 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
33 | $1,114 |
All Filings in CFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,331 | 19 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,139 | 19 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||