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 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 Q2	–	Sell	-6,818	Closed	-$279K	–	86
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 New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Legacy Advisors's CFG Position: Q1 2026 in Review

Legacy Advisors increased its Citizens Financial Group (CFG) stake by 9.8% in Q1 2026, buying an estimated $22.9K and bringing the position to 4,172 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #232.

Legacy Advisors first reported a position in CFG in Q3 2017 and has held it in 14 quarters since. The position peaked at $296K in Q4 2024. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

Legacy Advisors held 4,172 shares of Citizens Financial Group worth $250K as of Q1 2026.
Legacy Advisors bought 372 Citizens Financial Group shares in Q1 2026, an estimated $22.9K.
Citizens Financial Group made up 0.03% of Legacy Advisors's portfolio in Q1 2026, its #232 holding.
Legacy Advisors first reported a position in Citizens Financial Group in Q3 2017 and has held it in 14 quarters since.
Legacy Advisors's Citizens Financial Group position peaked at $296K in Q4 2024.
1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Legacy Advisors's 13F filing for Q1 2026, filed 5 May 2026.