Position in CFG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$511,370
+$94,639 QoQ
Shares Held
7,298
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#624
of 1,080 holders
Holding Since
Sep 2021
20 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, 2026Continuum Advisory, LLC holds $2,453,013 across 45 Banks - Regional names. CFG ranks #1 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
This page
|
7,298 | $511,370 | |
| 2 | USB |
US Bancorp De
|
7,744 | $467,737 | |
| 3 | TFC |
Truist Financial Corp
|
5,915 | $294,685 | |
| 4 | RF |
Regions Financial Corp
|
9,065 | $273,763 | |
| 5 | LYG |
Lloyds Banking Group plc
|
37,450 | $218,333 | |
| 6 | KEY |
Keycorp /New/
|
6,416 | $147,888 | |
| 7 | WTFC |
Wintrust Financial Corp
|
597 | $95,949 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
367 | $90,362 |
All Filings in CFG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,370 | 7,298 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $416,731 | 6,949 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $399,407 | 6,838 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $387,908 | 7,297 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $390,757 | 8,732 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $380,242 | 9,281 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $397,340 | 9,080 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $339,977 | 8,278 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $318,865 | 8,850 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $321,166 | 8,850 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $375,443 | 11,329 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $247,364 | 9,230 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $242,517 | 9,299 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $365,837 | 12,046 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $476,377 | 12,100 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $396,067 | 11,527 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $448,944 | 12,579 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $487,796 | 10,761 | Shares | Sole | 2023-12-13 | |
| 2021-12-31 | $307,172 | 6,501 | Shares | Sole | 2023-12-13 | |
| 2021-09-30 | $242,369 | 5,159 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||