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Legacy Capital Group California’s Citizens Financial Group CFG Stock Holding History

Legacy Capital Group California’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 		$2M Buy
28,514
+15,570
+120% +$1M 0.6% 26
2026
Q1 		$776K Sell
12,944
-1,456
-10% -$89.5K 0.3% 104
2025
Q4 		$841K Sell
14,400
-116
-0.8% -$6.23K 0.2% 134
2025
Q3 		$772K Hold
14,516
– – 0.2% 138
2025
Q2 		$650K Sell
14,516
-2,659
-15% -$105K 0.18% 145
2025
Q1 		$704K Sell
17,175
-29,286
-63% -$1.31M 0.25% 106
2024
Q4 		$2.03M Sell
46,461
-610
-1% -$27K 0.62% 23
2024
Q3 		$1.93M Sell
47,071
-833
-2% -$33.7K 0.64% 29
2024
Q2 		$1.73M Buy
47,904
+905
+2% +$31.6K 0.62% 33
2024
Q1 		$1.71M Buy
46,999
+30,274
+181% +$993K 0.63% 28
2023
Q4 		$554K Buy
16,725
+4
+0% +$110 0.21% 143
2023
Q3 		$448K Buy
16,721
+6,083
+57% +$174K 0.19% 158
2023
Q2 		$277K Buy
10,638
+392
+4% +$10.8K 0.11% 214
2023
Q1 		$311K Buy
+10,246
New +$401K 0.15% 187

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 Capital Group California's CFG Position: Q2 2026 in Review

Legacy Capital Group California increased its Citizens Financial Group (CFG) stake by 120% in Q2 2026, buying an estimated $1M and bringing the position to 28,514 shares worth $2M. The position accounts for 0.6% of the portfolio, ranked #26.

Legacy Capital Group California first reported a position in CFG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.03M in Q4 2024. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Legacy Capital Group California held 28,514 shares of Citizens Financial Group worth $2M as of Q2 2026.
  • Legacy Capital Group California bought 15,570 Citizens Financial Group shares in Q2 2026, an estimated $1M.
  • Citizens Financial Group made up 0.6% of Legacy Capital Group California's portfolio in Q2 2026, its #26 holding.
  • Legacy Capital Group California first reported a position in Citizens Financial Group in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Citizens Financial Group position peaked at $2.03M in Q4 2024.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.