Position in SF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$237,636
-$145,787 QoQ
Shares Held
3,406
-34.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#420
of 592 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CITIZENS FINANCIAL GROUP INC/RI holds $79,142,721 across 13 Capital Markets names. SF ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
46,924 | $47,457,525 | |
| 2 | MS |
Morgan Stanley
|
69,062 | $14,436,720 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
88,257 | $8,850,411 | |
| 4 | SCHW |
Schwab Charles Corp
|
50,667 | $4,675,043 | |
| 5 | EVR |
Evercore Inc.
|
1,576 | $538,109 | |
| 6 | TW |
Tradeweb Markets Inc.
|
5,272 | $525,407 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
10,369 | $518,242 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
5,953 | $518,149 |
All Filings in SF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,636 | 3,406 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $383,423 | 5,187 | Shares | Defined | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||