NEW WAVE WEALTH ADVISORS LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 2035324
SPRINGDALE, AR
Position in CFG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$853,382
+$226,276 QoQ
Shares Held
12,179
+16.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#539
of 1,095 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NEW WAVE WEALTH ADVISORS LLC holds $2,916,690 across 5 Banks - Regional names. CFG ranks #1 (29.3% of the industry book) .
All Filings in CFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $853,382 | 12,179 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $627,106 | 10,457 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $561,378 | 9,611 | 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. | ||||||