WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1632972 PLYMOUTH, MN

Position in CFG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$13,931,247

+$3,070,740 QoQ

Shares Held

198,819

+9.8% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#167

of 1,095 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. CFG ranks #6 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	291,021	$71,655,190
2	USB	US Bancorp De	582,496	$35,182,758
3	TFC	Truist Financial Corp	606,292	$30,205,467
4	MTB	M&T Bank Corp	84,778	$20,178,011
5	BPOP	Popular, Inc.	87,108	$14,301,391
6	CFG	Citizens Financial Group Inc/Ri This page	198,819	$13,931,247
7	HBAN	Huntington Bancshares Inc /Md/	737,223	$13,070,963
8	EWBC	East West Bancorp Inc	82,955	$10,708,660

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,931,247	198,819	+9.8%	Shares	Sole	2026-07-15
2026-03-31	$10,860,507	181,099	-19.9%	Shares	Sole	2026-04-08
2025-12-31	$13,212,634	226,205	+6.4%	Shares	Sole	2026-01-08
2025-09-30	$11,297,244	212,514	-0.2%	Shares	Sole	2025-10-29
2025-06-30	$9,533,047	213,029	-16.1%	Shares	Sole	2025-07-10
2025-03-31	$10,408,756	254,058	-1.8%	Shares	Sole	2025-04-16
2024-12-31	$11,317,342	258,623	+148.2%	Shares	Sole	2025-03-17
2024-09-30	$4,280,274	104,219	+35.2%	Shares	Sole	2024-10-24
2024-06-30	$2,776,724	77,067	+4.5%	Shares	Sole	2024-07-16
2024-03-31	$2,677,185	73,772	-0.2%	Shares	Sole	2024-04-15
2023-12-31	$2,450,040	73,930	-3.4%	Shares	Sole	2024-01-30
2023-09-30	$2,051,593	76,552	-29.1%	Shares	Sole	2023-11-13
2021-06-30	$4,950,244	107,919	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.