Diversify Advisory Services, LLC

SEC CIK: 0002021232
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

CFG holding history

Citizens Financial Group Inc in every 13F filed by Diversify Advisory Services, 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): 3,135
Value: $222.9K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2024

Holdings of CFG by Diversify Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,135	$222.9K	<0.1%	+3,135	New	Holders
Q1 2025	0	$0	0.0%	−4,951−100.0%	Sold out	Holders
Q4 2024	4,951	$214.4K	<0.1%	+4,951	New	Holders