CFG Wealth Management Services’s Macy's M Stock Holding History

CFG Wealth Management Services’s Portfolio M Stock Details M Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,794	Closed	-$61.6K	–	169
2025 Q4	$61.6K	Buy	+2,794	New	+$57.2K	0.06%	96

Other funds holding M

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

CFG Wealth Management Services sold out of Macy's (M) in Q1 2026, closing a stake of 2,794 shares — an estimated $61.6K sold.

CFG Wealth Management Services first reported a position in M in Q4 2025 and held it in 1 quarter. The position peaked at $61.6K in Q4 2025. 479 funds tracked by Wall St. Rank hold M as of Q1 2026.

CFG Wealth Management Services reported no remaining Macy's position as of Q1 2026 after selling out during the quarter.
CFG Wealth Management Services sold 2,794 Macy's shares in Q1 2026, an estimated $61.6K.
CFG Wealth Management Services first reported a position in Macy's in Q4 2025 and held it in 1 quarter.
CFG Wealth Management Services's Macy's position peaked at $61.6K in Q4 2025.
479 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

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