Advyzon Investment Management, LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 2011872 LISLE, IL

Position in CFG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$310,900

+$44,334 QoQ

Shares Held

4,437

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#744

of 1,091 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Advyzon Investment Management, LLC holds $3,621,434 across 5 Banks - Regional names. CFG ranks #5 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	5,919	$1,457,375
2	USB	US Bancorp \De\	13,780	$832,311
3	TFC	Truist Financial Corp	11,990	$597,341
4	FITB	Fifth Third Bancorp	7,513	$423,507
5	CFG	Citizens Financial Group Inc/Ri This page	4,437	$310,900

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$310,900	4,437	-0.2%	Shares	Other	2026-08-14
2026-03-31	$266,566	4,445	—	Shares	Other	2026-05-12
No filing history on record for this holder in this stock.