Citizens Financial shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Citizens Financial
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All positions including Citizens Financial held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Citizens Financial by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $200k | 3.3k | 59.98 |
| 2022-12-31 | $550k | 14k | 39.37 |
| 2022-09-30 | $446k | 13k | 34.34 |
| 2022-06-30 | $335k | 9.4k | 35.69 |
| 2019-03-31 | $49k | 1.5k | 32.73 |
| 2018-12-31 | $47k | 1.6k | 29.96 |
| 2018-09-30 | $183k | 4.8k | 38.41 |
| 2018-06-30 | $193k | 4.9k | 39.39 |
| 2018-03-31 | $252k | 5.9k | 42.64 |
| 2017-12-31 | $48k | 1.2k | 41.17 |