Lloyd Advisory Services, LLC.
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1802474
SUWANEE, GA
Position in CFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,452
-$1,266 QoQ
Shares Held
35
-43.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,050
of 1,095 holders
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Lloyd Advisory Services, LLC. holds $724,962 across 11 Banks - Regional names. CFG ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
4,091 | $247,096 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
804 | $197,960 | |
| 3 | TFC |
Truist Financial Corp
|
2,632 | $131,126 | |
| 4 | RF |
Regions Financial Corp
|
4,302 | $129,920 | |
| 5 | MTB |
M&T Bank Corp
|
35 | $8,330 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
This page
|
35 | $2,452 | |
| 7 | KEY |
Keycorp /New/
|
105 | $2,420 | |
| 8 | FITB |
Fifth Third Bancorp
|
40 | $2,254 |
All Filings in CFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,452 | 35 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,718 | 62 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $934 | 16 | Shares | Sole | 2026-02-06 | |
| 2024-03-31 | $929,749 | 25,620 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||