LA
CFG icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Legacy Advisors's CFG Position: Q2 2026 in Review

Legacy Advisors reduced its Citizens Financial Group (CFG) stake by 6% in Q2 2026, selling an estimated $16.2K and leaving 3,921 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #268.

Legacy Advisors first reported a position in CFG in Q3 2017 and has held it in 15 quarters since. The position peaked at $296K in Q4 2024. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Legacy Advisors held 3,921 shares of Citizens Financial Group worth $275K as of Q2 2026.
  • Legacy Advisors sold 251 Citizens Financial Group shares in Q2 2026, an estimated $16.2K.
  • Citizens Financial Group made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #268 holding.
  • Legacy Advisors first reported a position in Citizens Financial Group in Q3 2017 and has held it in 15 quarters since.
  • Legacy Advisors's Citizens Financial Group position peaked at $296K in Q4 2024.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.