Legacy Capital Group California, Inc.
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1977092
LOS GATOS, CA
Position in CFG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,997,975
+$1,221,724 QoQ
Shares Held
28,514
+120.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#394
of 1,095 holders
Holding Since
Mar 2023
14 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 Capital Group California, Inc. holds $5,347,716 across 6 Banks - Regional names. CFG ranks #1 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
This page
|
28,514 | $1,997,975 | |
| 2 | FITB |
Fifth Third Bancorp
|
19,449 | $1,096,340 | |
| 3 | KEY |
Keycorp /New/
|
30,057 | $692,813 | |
| 4 | USB |
US Bancorp De
|
11,446 | $691,338 | |
| 5 | TFC |
Truist Financial Corp
|
12,817 | $638,542 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
937 | $230,708 |
All Filings in CFG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,997,975 | 28,514 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $776,251 | 12,944 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $841,104 | 14,400 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $771,670 | 14,516 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $649,591 | 14,516 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $703,659 | 17,175 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,033,133 | 46,461 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,933,205 | 47,071 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,725,981 | 47,904 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,705,593 | 46,999 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $554,266 | 16,725 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $448,122 | 16,721 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $277,439 | 10,638 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $311,171 | 10,246 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||