ROTHSCHILD INVESTMENT LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 85338 CHICAGO, IL

Position in CFG

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$744,947

+$210,087 QoQ

Shares Held

12,422

+35.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

ROTHSCHILD INVESTMENT LLC holds $12,256,600 across 254 Banks - Regional names. CFG ranks #4 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	25,542	$1,186,681
2	PNFP	Pinnacle Financial Partners, Inc.	13,330	$1,148,246
3	WTFC	Wintrust Financial Corp	5,859	$814,049
4	CFG	Citizens Financial Group Inc/Ri This page	12,422	$744,947
5	KEY	Keycorp /New/	32,779	$657,218
6	USB	US Bancorp De	11,480	$597,074
7	PNC	Pnc Financial Services Group, Inc.	2,767	$575,785
8	OSBC	Old Second Bancorp Inc	28,305	$570,628

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.