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CFG Wealth Management Services’s Lear LEA Stock Holding History

CFG Wealth Management Services’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-690
Closed -$79.1K – 168
2025
Q4 		$79.1K Buy
+690
New +$73.7K 0.07% 79

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GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CFG Wealth Management Services's LEA Position: Q1 2026 in Review

CFG Wealth Management Services sold out of Lear (LEA) in Q1 2026, closing a stake of 690 shares — an estimated $79.1K sold.

CFG Wealth Management Services first reported a position in LEA in Q4 2025 and held it in 1 quarter. The position peaked at $79.1K in Q4 2025. 477 funds tracked by Wall St. Rank hold LEA as of Q1 2026.

  • CFG Wealth Management Services reported no remaining Lear position as of Q1 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 690 Lear shares in Q1 2026, an estimated $79.1K.
  • CFG Wealth Management Services first reported a position in Lear in Q4 2025 and held it in 1 quarter.
  • CFG Wealth Management Services's Lear position peaked at $79.1K in Q4 2025.
  • 477 funds tracked by Wall St. Rank held Lear as of Q1 2026.

Based on CFG Wealth Management Services's 13F filing for Q1 2026, filed 7 May 2026.