Skip to main content

Centennial Wealth Advisory LLC

SEC CIK
0001839421
Latest filing
Jul 13, 2026

CFG holding history

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

CFG overviewAll 13F holders of CFGFull Q2 2026 holdings

Shares (Q2 2026)
10,400
Value
$728.7K
% of portfolio
0.2%
Quarters held
16
Since Q3 2022
Holdings of CFG by Centennial Wealth Advisory LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,400$728.7K0.2%−5,495−34.6%ReducedHolders
Q1 202615,895$953.2K0.2%+3,409+27.3%AddedHolders
Q4 202512,486$729.3K0.2%−296−2.3%ReducedHolders
Q3 202512,782$679.5K0.2%+333+2.7%AddedHolders
Q2 202512,449$557.2K0.2%−3,823−23.5%ReducedHolders
Q1 202516,272$666.7K0.2%+3,673+29.2%AddedHolders
Q4 202412,599$551.3K0.2%+783+6.6%AddedHolders
Q3 202411,816$485.2K0.2%+435+3.8%AddedHolders
Q2 202411,381$410.1K0.2%+1,984+21.1%AddedHolders
Q1 20249,397$341.0K0.2%−320−3.3%ReducedHolders
Q4 20239,717$322.0K0.2%−797−7.6%ReducedHolders
Q3 202310,514$281.8K0.2%−510−4.6%ReducedHolders
Q2 202311,024$287.5K0.2%+3,469+45.9%AddedHolders
Q1 20237,555$229.5K0.1%−365−4.6%ReducedHolders
Q4 20227,920$311.8K0.2%+748+10.4%AddedHolders
Q3 20227,172$246.0K0.1%+7,172NewHolders