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Legacy Investment Solutions’s Citizens Financial Group CFG Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$52.2K Buy
+1,167
New +$45.9K 0.03% 155
2024
Q4 		$55.9K Hold
1,167
– – 0.04% 116
2024
Q3 		$54.2K Buy
+1,167
New +$47.2K 0.03% 115

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legacy Investment Solutions's CFG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Citizens Financial Group (CFG) in Q2 2025: 1,167 shares worth $52.2K. The stake represents 0.03% of the portfolio and ranks #155 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in CFG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in CFG in Q3 2024 and has held it in 3 quarters since. The position peaked at $55.9K in Q4 2024. 804 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

  • Legacy Investment Solutions held 1,167 shares of Citizens Financial Group worth $52.2K as of Q2 2025.
  • Citizens Financial Group was a new Legacy Investment Solutions position in Q2 2025.
  • Citizens Financial Group made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #155 holding.
  • Legacy Investment Solutions first reported a position in Citizens Financial Group in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Citizens Financial Group position peaked at $55.9K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.