Legacy Bridge’s Citizens Financial Group CFG Stock Holding History

Legacy Bridge’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	–	Sell	-264	Closed	-$15.4K	–	355
2025 Q4	$15.4K	Buy	+264	New	+$14.2K	0.01%	271

Other funds holding CFG

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Legacy Bridge's CFG Position: Q1 2026 in Review

Legacy Bridge sold out of Citizens Financial Group (CFG) in Q1 2026, closing a stake of 264 shares — an estimated $15.4K sold.

Legacy Bridge first reported a position in CFG in Q4 2025 and held it in 1 quarter. The position peaked at $15.4K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

Legacy Bridge reported no remaining Citizens Financial Group position as of Q1 2026 after selling out during the quarter.
Legacy Bridge sold 264 Citizens Financial Group shares in Q1 2026, an estimated $15.4K.
Legacy Bridge first reported a position in Citizens Financial Group in Q4 2025 and held it in 1 quarter.
Legacy Bridge's Citizens Financial Group position peaked at $15.4K in Q4 2025.
1,024 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.