Moss Adams Wealth Advisors LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1661245 SEATTLE, WA

Position in CFG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$221,981

New position

Shares Held

3,168

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#816

of 1,091 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

Moss Adams Wealth Advisors LLC holds $1,425,684 across 4 Banks - Regional names. CFG ranks #3 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	11,087	$669,654
2	PNC	Pnc Financial Services Group, Inc.	1,319	$324,763
3	CFG	Citizens Financial Group Inc/Ri This page	3,168	$221,981
4	RF	Regions Financial Corp	6,930	$209,286

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$221,981	3,168	—	Shares	Other	2026-07-27
No filing history on record for this holder in this stock.