PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in CFG — Citizens Financial Group Inc/Ri

CIK 2145782 WALTHAM, MA

Position in CFG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$72,172

+$10,823 QoQ

Shares Held

1,030

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#893

of 1,095 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $1,098,777 across 9 Banks - Regional names. CFG ranks #5 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NU	Nu Holdings Ltd.	33,501	$447,573
2	EBC	Eastern Bankshares, Inc.	10,402	$231,340
3	NBBK	NB Bancorp, Inc.	6,155	$130,055
4	MTB	M&T Bank Corp	501	$119,243
5	CFG	Citizens Financial Group Inc/Ri This page	1,030	$72,172
6	PNC	Pnc Financial Services Group, Inc.	190	$46,781
7	USB	US Bancorp De	625	$37,750
8	WAL	Western Alliance Bancorporation	132	$10,850

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,172	1,030	+0.7%	Shares	Sole	2026-08-07
2026-03-31	$61,349	1,023	-21.9%	Shares	Sole	2026-08-07
2025-12-31	$76,517	1,310	+0.8%	Shares	Sole	2026-08-07
2025-09-30	$69,108	1,300	-9.1%	Shares	Sole	2026-08-07
2025-06-30	$63,992	1,430	+7.2%	Shares	Sole	2026-08-07
2025-03-31	$54,653	1,334	+17.4%	Shares	Sole	2026-08-07
2024-12-31	$49,711	1,136	-5.9%	Shares	Sole	2026-08-07
2024-09-30	$49,571	1,207	-13.4%	Shares	Sole	2026-08-07
2024-06-30	$50,189	1,393	+0.9%	Shares	Sole	2026-08-07
2024-03-31	$50,080	1,380	-7.3%	Shares	Sole	2026-08-07
2023-12-31	$49,345	1,489	+1.6%	Shares	Sole	2026-08-07
2023-09-30	$39,288	1,466	-7.1%	Shares	Sole	2026-08-07
2023-06-30	$41,154	1,578	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.