FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 869353
PORTLAND, OR
Position in CFG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$400,450
+$19,701 QoQ
Shares Held
5,715
-10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#685
of 1,091 holders
Holding Since
Mar 2020
19 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, 2026FERGUSON WELLMAN CAPITAL MANAGEMENT, INC holds $37,729,601 across 8 Banks - Regional names. CFG ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EWBC |
East West Bancorp Inc
|
236,785 | $30,566,575 | |
| 2 | USB |
US Bancorp \De\
|
54,418 | $3,286,847 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,838 | $2,176,092 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
This page
|
5,715 | $400,450 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
11,646 | $373,254 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
19,556 | $346,727 | |
| 7 | FSBC |
Five Star Bancorp
|
6,000 | $292,140 | |
| 8 | MTB |
M&T Bank Corp
|
1,208 | $287,516 |
All Filings in CFG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,450 | 5,715 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $380,749 | 6,349 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $371,429 | 6,359 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $342,828 | 6,449 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $288,592 | 6,449 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $234,921 | 5,734 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $273,675 | 6,254 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $289,297 | 7,044 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $291,987 | 8,104 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $298,267 | 8,219 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $302,601 | 9,131 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $323,074 | 12,055 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $351,584 | 13,481 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $439,302 | 14,465 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $602,361 | 15,300 | Shares | Sole | 2023-01-13 | |
| 2020-12-31 | $698,214 | 19,525 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $552,115 | 21,840 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $990,039 | 39,225 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,775,513 | 94,392 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||