Advisor OS, LLC

SEC CIK: 0001767580
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

CFG holding history

Citizens Financial Group Inc in every 13F filed by Advisor OS, LLC, 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): 4,101
Value: $287.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of CFG by Advisor OS, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,101	$287.4K	<0.1%	+88+2.2%	Added	Holders
Q1 2026	4,013	$240.7K	<0.1%	+30+0.8%	Added	Holders
Q4 2025	3,983	$232.7K	<0.1%	+3,983	New	Holders