SOA Wealth Advisors, LLC.
Position in FLG — Flagstar Bank, National Association
CIK 1849444
NEW YORK, NY
Position in FLG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$268
-$1,483 QoQ
Shares Held
18
-86.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#382
of 397 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FLG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $1,027,744 across 11 Banks - Regional names. FLG ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
9,988 | $699,859 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
462 | $113,753 | |
| 3 | MTB |
M&T Bank Corp
|
346 | $82,351 | |
| 4 | 4,878 | $71,852 | |||
| 5 | OZK |
Bank OZK
|
500 | $26,045 | |
| 6 | INDB |
Independent Bank Corp
|
128 | $10,716 | |
| 7 | SSB |
SouthState Bank Corp
|
88 | $8,791 | |
| 8 | TFC |
Truist Financial Corp
|
155 | $7,722 |
All Filings in FLG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268 | 18 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,751 | 133 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,674 | 133 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,536 | 133 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,399 | 132 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,533 | 132 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||