WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1632972 PLYMOUTH, MN

Position in CFG

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$10,860,507

-$2,352,127 QoQ

Shares Held

181,099

-19.9% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 4.559936830131585.ToString("F0")% Shared 0.ToString("F0")% None 95.44006316986841.ToString("F0")%

Financial Services · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $286,432,138 across 124 Banks - Regional names. CFG ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	254,284	$52,913,957
2	USB	US Bancorp De	581,710	$30,254,737
3	TFC	Truist Financial Corp	597,995	$27,489,830
4	CFG	Citizens Financial Group Inc/Ri This page	181,099	$10,860,507
5	HBAN	Huntington Bancshares Inc /Md/	639,846	$10,013,589
6	EWBC	East West Bancorp Inc	75,385	$8,048,102
7	MTB	M&T Bank Corp	37,747	$7,803,059
8	PB	Prosperity Bancshares Inc	98,878	$6,642,624

12 filing rows on record

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