Certified Advisory Corp

SEC CIK: 0001731732
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

CFG holding history

Citizens Financial Group Inc in every 13F filed by Certified Advisory Corp, 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 (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2023

Holdings of CFG by Certified Advisory Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−213−100.0%	Sold out	Holders
Q3 2023	213	$5.71K	<0.1%	00.0%	Unchanged	Holders
Q2 2023	213	$5.55K	<0.1%	+69+47.9%	Added	Holders
Q1 2023	144	$4.37K	<0.1%	+144	New	Holders