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

My Legacy 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
2025
Q2 		$1.15M Sell
23,983
-205
-0.8% -$8.07K 0.41% 67
2025
Q1 		$991K Buy
24,188
+1,378
+6% +$61.5K 0.38% 76
2024
Q4 		$1.07M Buy
22,810
+229
+1% +$10.1K 0.42% 64
2024
Q3 		$927K Sell
22,581
-4,480
-17% -$181K 0.37% 79
2024
Q2 		$975K Buy
27,061
+25
+0.1% +$872 0.31% 88
2024
Q1 		$981K Buy
27,036
+1,045
+4% +$34.3K 0.33% 83
2023
Q4 		$848K Buy
25,991
+111
+0.4% +$3.06K 0.31% 100
2023
Q3 		$644K Buy
25,880
+9,050
+54% +$259K 0.26% 117
2023
Q2 		$478K Sell
16,830
-7,256
-30% -$200K 0.19% 153
2023
Q1 		$705K Buy
24,086
+1,910
+9% +$74.8K 0.3% 121
2022
Q4 		$986K Buy
22,176
+2,750
+14% +$107K 0.42% 80
2022
Q3 		$696K Buy
19,426
+2,198
+13% +$81.3K 0.35% 104
2022
Q2 		$624K Buy
17,228
+52
+0.3% +$2.05K 0.31% 122
2022
Q1 		$779K Buy
+17,176
New +$883K 0.36% 94

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

My Legacy Advisors's CFG Position: Q2 2025 in Review

My Legacy Advisors reduced its Citizens Financial Group (CFG) stake by 0.85% in Q2 2025, selling an estimated $8.07K and leaving 23,983 shares worth $1.15M. The position accounts for 0.41% of the portfolio, ranked #67.

My Legacy Advisors first reported a position in CFG in Q1 2022 and has held it in 14 quarters since. 804 funds tracked by Wall St. Rank hold CFG as of Q2 2025.

  • My Legacy Advisors held 23,983 shares of Citizens Financial Group worth $1.15M as of Q2 2025.
  • My Legacy Advisors sold 205 Citizens Financial Group shares in Q2 2025, an estimated $8.07K.
  • Citizens Financial Group made up 0.41% of My Legacy Advisors's portfolio in Q2 2025, its #67 holding.
  • My Legacy Advisors first reported a position in Citizens Financial Group in Q1 2022 and has held it in 14 quarters since.
  • 804 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.