Legacy Advisors’s Citizens Financial Group CFG Stock Holding History

Legacy Advisors’s Portfolio CFG Stock Details CFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$250K	Hold	3,921	–	–	0.02%	268
2026 Q2	$275K	Sell	3,921 -251	-6%	-$16.2K	0.03%	268
2026 Q1	$250K	Buy	4,172 +372	+10%	+$22.9K	0.03%	232
2025 Q4	$222K	Hold	3,800	–	–	0.02%	264
2025 Q3	$202K	Buy	+3,800	New	+$189K	0.02%	243
2025 Q1	$279K	Buy	6,818 +60	+0.9%	+$2.68K	0.03%	343
2024 Q4	$296K	Buy	6,758 +1,023	+18%	+$45.2K	0.03%	312
2024 Q3	$236K	Buy	5,735 +14	+0.2%	+$566	0.03%	335
2024 Q2	$206K	Buy	+5,721	New	+$199K	0.03%	315
2019 Q3	–	Sell	-290	Closed	-$10K	–	154
2019 Q2	$10K	Hold	290	–	–	0.01%	301
2019 Q1	$9K	Buy	+290	New	+$10K	﹤0.01%	336
2018 Q4	–	Sell	-290	Closed	-$11K	–	171
2018 Q3	$11K	Hold	290	–	–	0.01%	337
2018 Q2	$11K	Hold	290	–	–	0.01%	299
2018 Q1	$12K	Hold	290	–	–	0.01%	249
2017 Q4	$12K	Hold	290	–	–	0.01%	238
2017 Q3	$10K	Buy	+290	New	+$10.1K	0.01%	218

Other funds holding CFG

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Legacy Advisors's CFG Position: Q3 2026 in Review

Legacy Advisors held its Citizens Financial Group (CFG) position steady in Q3 2026 at 3,921 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #268.

Legacy Advisors first reported a position in CFG in Q3 2017 and has held it in 16 quarters since. The position peaked at $296K in Q4 2024. 266 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

Legacy Advisors held 3,921 shares of Citizens Financial Group worth $250K as of Q3 2026.
Legacy Advisors left its Citizens Financial Group share count unchanged in Q3 2026.
Citizens Financial Group made up 0.02% of Legacy Advisors's portfolio in Q3 2026, its #268 holding.
Legacy Advisors first reported a position in Citizens Financial Group in Q3 2017 and has held it in 16 quarters since.
Legacy Advisors's Citizens Financial Group position peaked at $296K in Q4 2024.
266 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.