Elevated Capital Advisors, LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1802387 SANDY, UT

Position in CFG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$580,670

-$483,917 QoQ

Shares Held

8,287

-53.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#609

of 1,091 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Elevated Capital Advisors, LLC holds $5,522,763 across 24 Banks - Regional names. CFG ranks #2 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GBCI	Glacier Bancorp, Inc.	20,413	$1,052,902
2	CFG	Citizens Financial Group Inc/Ri This page	8,287	$580,670
3	USB	US Bancorp De	9,347	$564,558
4	KEY	Keycorp /New/	23,521	$542,159
5	FITB	Fifth Third Bancorp	9,131	$514,714
6	RF	Regions Financial Corp	15,324	$462,784
7	TFC	Truist Financial Corp	9,216	$459,141
8	HBAN	Huntington Bancshares Inc /Md/	25,567	$453,302

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$580,670	8,287	-53.3%	Shares	Sole	2026-08-03
2026-03-31	$1,064,587	17,752	+5.8%	Shares	Sole	2026-04-30
2025-12-31	$980,295	16,783	-3.9%	Shares	Sole	2026-01-27
2025-09-30	$928,386	17,464	-12.8%	Shares	Sole	2025-11-13
2025-06-30	$895,850	20,019	0.0%	Shares	Sole	2025-07-15
2025-03-31	$820,178	20,019	-0.1%	Shares	Sole	2025-04-24
2024-12-31	$876,687	20,034	+12.2%	Shares	Sole	2025-01-13
2024-09-30	$733,222	17,853	-5.9%	Shares	Sole	2024-10-22
2024-06-30	$683,453	18,969	—	Shares	Sole	2024-08-01
No filing history on record for this holder in this stock.