Citizens Financial shares owned by Legacy Wealth Managment
Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by Legacy Wealth Managment
from 13F filings
Historical chart of Legacy Wealth Managment investment in Citizens Financial
Tip: Access up to 7 years of quarterly data
All positions including Citizens Financial held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Citizens Financial by Legacy Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $62k | 1.2k | 53.16 |
| 2025-06-30 | $52k | 1.2k | 44.75 |
| 2025-03-31 | $48k | 1.2k | 40.97 |
| 2024-12-31 | $56k | 1.2k | 47.93 |
| 2024-09-30 | $54k | 1.2k | 46.42 |