INDEPENDENT FINANCIAL GROUP, LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 275484 SAN DIEGO, CA

Position in CFG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,033,042

+$96,311 QoQ

Shares Held

14,743

-5.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#499

of 1,091 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $6,408,750 across 9 Banks - Regional names. CFG ranks #3 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	5,824	$1,433,985
2	WAL	Western Alliance Bancorporation	15,595	$1,281,909
3	CFG	Citizens Financial Group Inc/Ri This page	14,743	$1,033,042
4	USB	US Bancorp \De\	13,064	$789,065
5	MTB	M&T Bank Corp	2,536	$603,593
6	FCNCA	First Citizens Bancshares Inc /De/	280	$582,621
7	COLB	Columbia Banking System, Inc.	7,760	$248,708
8	EWBC	East West Bancorp Inc	1,733	$223,712

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,033,042	14,743	-5.6%	Shares	Sole	2026-07-15
2026-03-31	$936,731	15,620	-14.2%	Shares	Sole	2026-05-15
2025-12-31	$1,063,062	18,200	-1.5%	Shares	Sole	2026-05-15
2025-09-30	$982,077	18,474	-20.6%	Shares	Sole	2026-05-15
2025-06-30	$1,041,735	23,279	-5.9%	Shares	Sole	2026-05-15
2025-03-31	$1,013,147	24,729	-2.7%	Shares	Sole	2026-05-19
2024-12-31	$1,111,897	25,409	-30.5%	Shares	Sole	2026-06-12
2024-09-30	$1,502,422	36,582	+44.1%	Shares	Sole	2026-06-12
2024-06-30	$914,801	25,390	-0.8%	Shares	Sole	2026-06-12
2024-03-31	$928,661	25,590	-7.3%	Shares	Sole	2026-06-12
2023-12-31	$914,862	27,606	+12.0%	Shares	Sole	2026-06-12
2023-09-30	$660,352	24,640	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.