Position in CFG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,757,565
+$310,729 QoQ
Shares Held
25,083
+4.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#420
of 1,095 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $60,522,032 across 23 Banks - Regional names. CFG ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
69,004 | $16,990,164 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
265,136 | $11,217,904 | |
| 3 | TFC |
Truist Financial Corp
|
222,050 | $11,062,531 | |
| 4 | FBNC |
First Bancorp /Nc/
|
62,695 | $4,008,091 | |
| 5 | USB |
US Bancorp De
|
60,178 | $3,634,751 | |
| 6 | MTB |
M&T Bank Corp
|
7,505 | $1,786,265 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
This page
|
25,083 | $1,757,565 | |
| 8 | SBSI |
Southside Bancshares Inc
|
41,574 | $1,462,989 |
All Filings in CFG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,757,565 | 25,083 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,446,836 | 24,126 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,404,526 | 24,046 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,043,265 | 19,625 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $883,141 | 19,735 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $452,390 | 11,042 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $530,852 | 12,131 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $353,776 | 8,614 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $426,847 | 11,847 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $317,900 | 8,760 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $285,467 | 8,614 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $239,967 | 8,954 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $225,148 | 8,633 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $254,865 | 8,392 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $280,471 | 7,124 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $245,639 | 7,149 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $214,889 | 6,021 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $233,177 | 5,144 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $243,054 | 5,144 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $237,249 | 5,050 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $231,643 | 5,050 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $222,957 | 5,050 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||