ROTHSCHILD INVESTMENT LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 85338 CHICAGO, IL

Position in CFG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,484,612

+$1,739,665 QoQ

Shares Held

35,459

+185.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#363

of 1,091 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $30,659,926 across 261 Banks - Regional names. CFG ranks #2 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	13,788	$3,394,881
2	CFG	Citizens Financial Group Inc/Ri This page	35,459	$2,484,612
3	PNFP	Pinnacle Financial Partners, Inc.	17,149	$1,729,991
4	WAL	Western Alliance Bancorporation	18,104	$1,488,148
5	FITB	Fifth Third Bancorp	25,460	$1,435,180
6	TFC	Truist Financial Corp	27,008	$1,345,538
7	EWBC	East West Bancorp Inc	9,842	$1,270,503
8	FNB	Fnb Corp/Pa/	63,360	$1,208,908

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,484,612	35,459	+185.5%	Shares	Sole	2026-08-06
2026-03-31	$744,947	12,422	+35.7%	Shares	Sole	2026-05-07
2025-12-31	$534,860	9,157	+537.7%	Shares	Sole	2026-02-10
2025-09-30	$76,337	1,436	+171.5%	Shares	Sole	2025-11-07
2025-06-30	$23,672	529	+15.0%	Shares	Sole	2025-08-11
2025-03-31	$18,846	460	+14.7%	Shares	Sole	2025-04-08
2024-12-31	$17,547	401	-2.2%	Shares	Sole	2025-02-04
2024-09-30	$16,838	410	+11.7%	Shares	Sole	2024-10-18
2024-06-30	$13,223	367	+4.3%	Shares	Sole	2024-07-31
2024-03-31	$12,774	352	+29.4%	Shares	Sole	2024-07-31
2023-12-31	$9,014	272	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.