Sound Income Strategies, LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1730960 Ft Lauderdale, FL

Position in CFG

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

Position Value

$20,888,147

+$3,127,492 QoQ

Shares Held

298,104

+0.7% QoQ

Ownership

0.071%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

#141

of 1,095 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sound Income Strategies, LLC holds $62,812,393 across 6 Banks - Regional names. CFG ranks #2 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	99,822	$23,758,634
2	CFG	Citizens Financial Group Inc/Ri This page	298,104	$20,888,147
3	PFS	Provident Financial Services Inc	569,907	$13,472,601
4	WSBC	Wesbanco Inc	100,631	$3,927,627
5	SBCF	Seacoast Banking Corp Of Florida	15,857	$527,245
6	TFC	Truist Financial Corp	4,780	$238,139

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,888,147	298,104	+0.7%	Shares	Sole	2026-07-20
2026-03-31	$17,760,655	296,159	-3.0%	Shares	Sole	2026-04-27
2025-12-31	$17,830,587	305,266	-5.6%	Shares	Sole	2026-01-21
2025-09-30	$17,188,169	323,329	-3.5%	Shares	Sole	2025-10-10
2025-06-30	$14,993,621	335,053	+50.7%	Shares	Sole	2025-07-17
2025-03-31	$9,111,687	222,399	+3.2%	Shares	Sole	2025-04-17
2024-12-31	$9,431,023	215,517	+979522.7%	Shares	Sole	2025-01-21
2024-09-30	$903	22	+633.3%	Shares	Sole	2024-10-10
2024-06-30	$108	3	-95.0%	Shares	Sole	2024-07-12
2024-03-31	$2,177	60	+5.3%	Shares	Sole	2024-04-15
2023-12-31	$1,888	57	+5600.0%	Shares	Sole	2024-01-10
2023-06-30	$26	1	-98.4%	Shares	Sole	2023-07-10
2020-06-30	$1,564	62	0.0%	Shares	Sole	2020-07-13
2020-03-31	$1,166	62	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.