Capstone Investment Advisors’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-4,177
| Closed | -$224K | – | 1647 |
|
|
2025
Q3 | $222K | Buy |
+4,177
| New | +$208K | ﹤0.01% | 1779 |
|
|
2025
Q1 | – | Sell |
-24,655
| Closed | -$1.1M | – | 1419 |
|
|
2024
Q4 | $1.08M | Buy |
24,655
+19,256
| +357% | +$851K | ﹤0.01% | 1044 |
|
|
2024
Q3 | $222K | Buy |
+5,399
| New | +$218K | ﹤0.01% | 1538 |
|
|
2024
Q2 | – | Sell |
-7,068
| Closed | -$246K | – | 2129 |
|
|
2024
Q1 | $256K | Buy |
7,068
+6,316
| +840% | +$207K | ﹤0.01% | 1905 |
|
|
2023
Q4 | $24.9K | Sell |
752
-23,665
| -97% | -$651K | ﹤0.01% | 2038 |
|
|
2023
Q3 | $654K | Sell |
24,417
-1,873
| -7% | -$53.6K | ﹤0.01% | 1183 |
|
|
2023
Q2 | $686K | Buy |
26,290
+7,368
| +39% | +$203K | ﹤0.01% | 1018 |
|
|
2023
Q1 | $575K | Sell |
18,922
-15,432
| -45% | -$604K | ﹤0.01% | 960 |
|
|
2022
Q4 | $1.35M | Sell |
34,354
-33,507
| -49% | -$1.31M | 0.01% | 831 |
|
|
2022
Q3 | $2.33M | Buy |
67,861
+26,169
| +63% | +$968K | 0.01% | 701 |
|
|
2022
Q2 | $1.49M | Buy |
41,692
+1,108
| +3% | +$43.8K | 0.01% | 867 |
|
|
2022
Q1 | $1.84M | Buy |
+40,584
| New | +$2.09M | 0.01% | 1095 |
|
|
2021
Q4 | – | Sell |
-196
| Closed | -$9.44K | – | 1868 |
|
|
2021
Q3 | $9K | Buy |
+196
| New | +$8.61K | ﹤0.01% | 1952 |
|
|
2021
Q2 | – | Sell |
-3,574
| Closed | -$169K | – | 1730 |
|
|
2021
Q1 | $158K | Buy |
+3,574
| New | +$149K | ﹤0.01% | 1475 |
|
|
2020
Q4 | – | Sell |
-37,441
| Closed | -$1.17M | – | 1673 |
|
|
2020
Q3 | $947K | Buy |
37,441
+20,101
| +116% | +$510K | ﹤0.01% | 1033 |
|
|
2020
Q2 | $438K | Buy |
17,340
+15,177
| +702% | +$344K | ﹤0.01% | 1114 |
|
|
2020
Q1 | $41K | Sell |
2,163
-1,547
| -42% | -$50.5K | ﹤0.01% | 1088 |
|
|
2019
Q4 | $151K | Buy |
+3,710
| New | +$139K | ﹤0.01% | 1284 |
|
|
2017
Q3 | – | Sell |
-77,777
| Closed | -$2.77M | – | 561 |
|
|
2017
Q2 | $2.77M | Buy |
77,777
+44,777
| +136% | +$1.59M | 0.08% | 217 |
|
|
2017
Q1 | $1.14M | Buy |
33,000
+15,590
| +90% | +$569K | 0.03% | 391 |
|
|
2016
Q4 | $620K | Buy |
+17,410
| New | +$528K | 0.02% | 536 |
|
|
2016
Q3 | – | Sell |
-149,142
| Closed | -$2.98M | – | 759 |
|
|
2016
Q2 | $2.98M | Buy |
+149,142
| New | +$3.31M | 0.06% | 191 |
|
|
2015
Q4 | – | Sell |
-10,700
| Closed | -$255K | – | 473 |
|
|
2015
Q3 | $255K | Buy |
+10,700
| New | +$273K | 0.01% | 346 |
|
Other funds holding CFG
VCM
VPM
Capstone Investment Advisors's CFG Position: Q4 2025 in Review
Capstone Investment Advisors sold out of Citizens Financial Group (CFG) in Q4 2025, closing a stake of 4,177 shares — an estimated $224K sold.
Capstone Investment Advisors first reported a position in CFG in Q3 2015 and held it in 23 quarters. The position peaked at $2.98M in Q2 2016. 962 funds tracked by Wall St. Rank hold CFG as of Q4 2025.
- Capstone Investment Advisors reported no remaining Citizens Financial Group position as of Q4 2025 after selling out during the quarter.
- Capstone Investment Advisors sold 4,177 Citizens Financial Group shares in Q4 2025, an estimated $224K.
- Capstone Investment Advisors first reported a position in Citizens Financial Group in Q3 2015 and held it in 23 quarters.
- Capstone Investment Advisors's Citizens Financial Group position peaked at $2.98M in Q2 2016.
- 962 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.
Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.