Sowell Financial Services LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1633697 NORTH LITTLE ROCK, AR

Position in CFG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$418,878

+$44,186 QoQ

Shares Held

5,978

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#126

of 279 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $11,712,702 across 19 Banks - Regional names. CFG ranks #8 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OZK	Bank OZK	41,768	$2,175,695
2	COLB	Columbia Banking System, Inc.	62,697	$2,009,438
3	PNFP	Pinnacle Financial Partners, Inc.	11,278	$1,137,724
4	PNC	Pnc Financial Services Group, Inc.	4,538	$1,117,346
5	USB	US Bancorp \De\	16,125	$973,950
6	TFC	Truist Financial Corp	12,328	$614,180
7	RF	Regions Financial Corp	17,156	$518,111
8	CFG	Citizens Financial Group Inc/Ri This page	5,978	$418,878

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$418,878	5,978	-4.3%	Shares	Sole	2026-07-20
2026-03-31	$374,692	6,248	+14.3%	Shares	Sole	2026-04-20
2025-12-31	$319,385	5,468	+5.7%	Shares	Sole	2026-01-21
2025-09-30	$275,049	5,174	-2.6%	Shares	Sole	2025-10-17
2025-06-30	$237,801	5,314	-58.3%	Shares	Sole	2025-07-14
2022-03-31	$578,002	12,751	+9.4%	Shares	Sole	2022-05-13
2021-03-31	$514,744	11,659	-9.4%	Shares	Sole	2021-05-07
2020-12-31	$460,052	12,865	+8.7%	Shares	Sole	2021-01-13
2020-09-30	$299,315	11,840	+4113.5%	Shares	Sole	2020-11-12
2020-06-30	$7,092	281	-63.3%	Shares	Sole	2020-08-13
2020-03-31	$14,389	765	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.