MOODY LYNN LIEBERSON & WALKER, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 938592
BOSTON, MA
Position in CFG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$384,263
New position
Shares Held
5,484
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#690
of 1,091 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MOODY LYNN LIEBERSON & WALKER, LLC holds $3,110,280 across 5 Banks - Regional names. CFG ranks #4 (12.4% of the industry book) .
All Filings in CFG
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,263 | 5,484 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||