IAMS WEALTH MANAGEMENT, LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1998182 OMAHA, NE

Position in CFG

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$497,146

+$190,460 QoQ

Shares Held

7,095

+38.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#637

of 1,091 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IAMS WEALTH MANAGEMENT, LLC holds $4,724,800 across 4 Banks - Regional names. CFG ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	8,358	$2,057,906
2	USB	US Bancorp \De\	23,747	$1,434,318
3	RF	Regions Financial Corp	24,352	$735,430
4	CFG	Citizens Financial Group Inc/Ri This page	7,095	$497,146

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$497,146	7,095	+38.7%	Shares	Sole	2026-07-16
2026-03-31	$306,686	5,114	+27.4%	Shares	Sole	2026-04-15
2025-12-31	$234,457	4,014	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.