Planned Solutions, Inc.

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1831332 FOLSOM, CA

Position in CFG

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$252,181

+$51,102 QoQ

Shares Held

3,599

+7.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#791

of 1,095 holders

Holding Since

Sep 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Planned Solutions, Inc. holds $860,799 across 3 Banks - Regional names. CFG ranks #3 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	1,333	$328,211
2	RF	Regions Financial Corp	9,285	$280,407
3	CFG	Citizens Financial Group Inc/Ri This page	3,599	$252,181

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,181	3,599	+7.3%	Shares	Sole	2026-07-13
2026-03-31	$201,079	3,353	0.0%	Shares	Sole	2026-04-09
2024-09-30	$137,707	3,353	0.0%	Shares	Sole	2024-10-09
2023-12-31	$111,118	3,353	+52.4%	Shares	Sole	2024-01-18
2020-12-31	$78,672	2,200	0.0%	Shares	Sole	2021-01-29
2020-09-30	$55,616	2,200	—	Shares	Sole	2020-11-06
No filing history on record for this holder in this stock.