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Family Legacy Financial Solutions’s Charles River Laboratories CRL Stock Holding History

Family Legacy Financial Solutions’s Portfolio CRL Stock Details CRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-459
Closed -$70.7K – 265
2025
Q2 		$70.7K Buy
+459
New +$61.2K 0.06% 83

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State Street
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AI
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Harris Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Family Legacy Financial Solutions's CRL Position: Q3 2025 in Review

Family Legacy Financial Solutions sold out of Charles River Laboratories (CRL) in Q3 2025, closing a stake of 459 shares — an estimated $70.7K sold.

Family Legacy Financial Solutions first reported a position in CRL in Q2 2025 and held it in 1 quarter. The position peaked at $70.7K in Q2 2025. 554 funds tracked by Wall St. Rank hold CRL as of Q3 2025.

  • Family Legacy Financial Solutions reported no remaining Charles River Laboratories position as of Q3 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 459 Charles River Laboratories shares in Q3 2025, an estimated $70.7K.
  • Family Legacy Financial Solutions first reported a position in Charles River Laboratories in Q2 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's Charles River Laboratories position peaked at $70.7K in Q2 2025.
  • 554 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2025, filed 7 Oct 2025.