Centennial Wealth Advisory LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1839421
Traverse City, MI
Position in CFG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$728,728
-$224,495 QoQ
Shares Held
10,400
-34.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#557
of 1,095 holders
Holding Since
Sep 2022
16 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, 2026Centennial Wealth Advisory LLC holds $5,718,534 across 8 Banks - Regional names. CFG ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
37,441 | $863,015 | |
| 2 | USB |
US Bancorp De
|
13,799 | $833,459 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
46,137 | $818,009 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
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|
10,400 | $728,728 | |
| 5 | RF |
Regions Financial Corp
|
23,431 | $707,616 | |
| 6 | TFC |
Truist Financial Corp
|
14,102 | $702,561 | |
| 7 | FNB |
Fnb Corp/Pa/
|
34,368 | $655,741 | |
| 8 | OSBC |
Old Second Bancorp Inc
|
17,556 | $409,405 |
All Filings in CFG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $728,728 | 10,400 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $953,223 | 15,895 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $729,307 | 12,486 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $679,491 | 12,782 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $557,092 | 12,449 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $666,663 | 16,272 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $551,332 | 12,599 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $485,283 | 11,816 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $410,057 | 11,381 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $341,017 | 9,397 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $322,021 | 9,717 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $281,775 | 10,514 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $287,505 | 11,024 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $229,445 | 7,555 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $311,810 | 7,920 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $246,429 | 7,172 | Shares | Sole | 2022-10-12 | |
| No filing history on record for this holder in this stock. | ||||||