NEW WAVE WEALTH ADVISORS LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 2035324 SPRINGDALE, AR

Position in CFG

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$627,106

+$65,728 QoQ

Shares Held

10,457

+8.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

NEW WAVE WEALTH ADVISORS LLC holds $2,083,511 across 5 Banks - Regional names. CFG ranks #1 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFG	Citizens Financial Group Inc/Ri This page	10,457	$627,106
2	USB	US Bancorp De	8,317	$432,567
3	MPB	Mid Penn Bancorp Inc	12,687	$408,013
4	PNC	Pnc Financial Services Group, Inc.	1,567	$326,077
5	TFC	Truist Financial Corp	6,303	$289,748

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$627,106	10,457	+8.8%	Shares	Sole	2026-05-04
2025-12-31	$561,378	9,611	+4.6%	Shares	Sole	2026-01-21
2025-09-30	$488,646	9,192	—	Shares	Sole	2025-10-30
No filing history on record for this holder in this stock.