Silver Oak Securities, Inc

SEC CIK: 0001080576
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

CFG holding history

Citizens Financial Group Inc in every 13F filed by Silver Oak Securities, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFG overview All 13F holders of CFG Full Q2 2026 holdings

Shares (Q2 2026): 16,396
Value: $1.15M
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of CFG by Silver Oak Securities, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,396	$1.15M	0.1%	+2,271+16.1%	Added	Holders
Q1 2026	14,125	$847.1K	0.1%	+1,373+10.8%	Added	Holders
Q4 2025	12,752	$751.7K	0.1%	+12,752	New	Holders