SEC 13F Intelligence

Sound Income Strategies, LLC / CFG

Sound Income Strategies, LLC’s Citizens Finl Group Inc Position

Does Sound Income Strategies, LLC own Citizens Finl Group Inc (CFG)? Yes296.2K shares worth $18M (+0.87% of its 13F portfolio) as of Q1 2026, down from 305.3K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
296.2K
% of Portfolio
+0.87%
Quarters Held
17
currently held

Position History CFG

Reported value by quarter
Q1 ’19: $2,000Q1 ’19Q2 ’19: $2,000Q3 ’19: $2,000Q4 ’19: $3,000Q4 ’19Q1 ’20: $1,000Q2 ’20: $2,000Q2 ’23: $20Q2 ’23Q4 ’23: $1,889Q1 ’24: $2,177Q2 ’24: $108Q2 ’24Q3 ’24: $904Q4 ’24: $9MQ1 ’25: $9MQ1 ’25Q2 ’25: $15MQ3 ’25: $17MQ4 ’25: $19MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026296.2K$18M+0.87%
Q4 2025305.3K$19M+0.88%
Q3 2025323.3K$17M+0.92%
Q2 2025335.1K$15M+0.86%
Q1 2025222.4K$9M+0.54%
Q4 2024215.5K$9M+0.58%
Q3 202422$9040.00%
Q2 20243$1080.00%
Q1 202460$2,1770.00%
Q4 202357$1,8890.00%
Q2 20231$200.00%
Q2 202062$2,0000.00%
Q1 202062$1,0000.00%
Q4 201962$3,0000.00%
Q3 201962$2,0000.00%
Q2 201962$2,0000.00%
Q1 201962$2,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sound Income Strategies, LLC’s full portfolio or all institutional holders of CFG.