Legacy Financial Advisors’s Citizens Financial Group CFG Stock Holding History

Legacy Financial 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	$267K	Buy	3,815 +479	+14%	+$30.9K	0.03%	368
2026 Q1	$200K	Buy	+3,336	New	+$205K	0.03%	399
2023 Q1	–	Sell	-13,959	Closed	-$550K	–	254
2022 Q4	$550K	Buy	13,959 +971	+7%	+$37.9K	0.12%	107
2022 Q3	$446K	Buy	12,988 +3,602	+38%	+$133K	0.11%	105
2022 Q2	$335K	Buy	+9,386	New	+$371K	0.08%	135
2019 Q2	–	Sell	-1,497	Closed	-$49K	–	252
2019 Q1	$49K	Sell	1,497 -72	-5%	-$2.5K	0.02%	277
2018 Q4	$47K	Sell	1,569 -3,195	-67%	-$112K	0.02%	249
2018 Q3	$183K	Sell	4,764 -136	-3%	-$5.49K	0.07%	113
2018 Q2	$193K	Sell	4,900 -1,010	-17%	-$42.1K	0.07%	107
2018 Q1	$252K	Buy	5,910 +4,744	+407%	+$213K	0.1%	93
2017 Q4	$48K	Buy	+1,166	New	+$45.6K	0.02%	244

Other funds holding CFG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Legacy Financial Advisors's CFG Position: Q2 2026 in Review

Legacy Financial Advisors increased its Citizens Financial Group (CFG) stake by 14% in Q2 2026, buying an estimated $30.9K and bringing the position to 3,815 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #368.

Legacy Financial Advisors first reported a position in CFG in Q4 2017 and has held it in 11 quarters since. The position peaked at $550K in Q4 2022. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

Legacy Financial Advisors held 3,815 shares of Citizens Financial Group worth $267K as of Q2 2026.
Legacy Financial Advisors bought 479 Citizens Financial Group shares in Q2 2026, an estimated $30.9K.
Citizens Financial Group made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #368 holding.
Legacy Financial Advisors first reported a position in Citizens Financial Group in Q4 2017 and has held it in 11 quarters since.
Legacy Financial Advisors's Citizens Financial Group position peaked at $550K in Q4 2022.
1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.