Legacy Advisors, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1720969
PLYMOUTH MEETING, PA
Position in CFG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$274,744
+$24,550 QoQ
Shares Held
3,921
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#775
of 1,098 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Legacy Advisors, LLC holds $13,489,900 across 11 Banks - Regional names. CFG ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
281,104 | $6,799,905 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
9,377 | $2,308,804 | |
| 3 | PFS |
Provident Financial Services Inc
|
51,689 | $1,221,927 | |
| 4 | TFC |
Truist Financial Corp
|
14,299 | $712,376 | |
| 5 | STBA |
S&T Bancorp Inc
|
14,502 | $711,758 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
32,236 | $571,544 | |
| 7 | USB |
US Bancorp \De\
|
4,740 | $286,296 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
This page
|
3,921 | $274,744 |
All Filings in CFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,744 | 3,921 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $250,194 | 4,172 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $221,958 | 3,800 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $202,008 | 3,800 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $279,333 | 6,818 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $295,730 | 6,758 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $235,536 | 5,735 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $206,127 | 5,721 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||