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Legacy Wealth Management (Idaho)’s Citizens Financial Group CFG Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-2,080
Closed -$125K – 311
2026
Q1 		$125K Buy
2,080
+236
+13% +$14.5K 0.06% 156
2025
Q4 		$108K Buy
1,844
+677
+58% +$36.4K 0.05% 139
2025
Q3 		$62K Hold
1,167
– – 0.03% 151
2025
Q2 		$52.2K Hold
1,167
– – 0.03% 155
2025
Q1 		$47.8K Hold
1,167
– – 0.03% 142
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

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 $3.38T AUM 44.17% 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 Wealth Management (Idaho)'s CFG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 2,080 shares — an estimated $125K sold.

Legacy Wealth Management (Idaho) first reported a position in CFG in Q3 2024 and held it in 7 quarters. The position peaked at $125K in Q1 2026. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 2,080 Citizens Financial Group shares in Q2 2026, an estimated $125K.
  • Legacy Wealth Management (Idaho) first reported a position in Citizens Financial Group in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Citizens Financial Group position peaked at $125K in Q1 2026.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.