Capstone Investment Advisors
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Capstone Investment Advisors’s Citizens Financial Group CFG Stock Holding History

Capstone Investment Advisors’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,100
Closed -$455K – 1604
2025
Q1 		$455K Sell
11,100
-12,000
-52% -$535K ﹤0.01% 1098
2024
Q4 		$1.01M Buy
23,100
+3,700
+19% +$164K ﹤0.01% 1068
2024
Q3 		$797K Sell
19,400
-4,000
-17% -$162K ﹤0.01% 1052
2024
Q2 		$843K Buy
23,400
+3,100
+15% +$108K ﹤0.01% 1058
2024
Q1 		$737K Sell
20,300
-6,000
-23% -$197K ﹤0.01% 1330
2023
Q4 		$872K Buy
26,300
+16,600
+171% +$457K ﹤0.01% 1113
2023
Q3 		$260K Sell
9,700
-2,600
-21% -$74.3K ﹤0.01% 1682
2023
Q2 		$321K Buy
12,300
+500
+4% +$13.8K ﹤0.01% 1361
2023
Q1 		$358K Sell
11,800
-10,600
-47% -$415K ﹤0.01% 1110
2022
Q4 		$882K Buy
22,400
+700
+3% +$27.3K 0.01% 975
2022
Q3 		$746K Buy
21,700
+2,700
+14% +$99.9K ﹤0.01% 1136
2022
Q2 		$678K Sell
19,000
-30,600
-62% -$1.21M ﹤0.01% 1148
2022
Q1 		$2.25M Sell
49,600
-10,200
-17% -$524K 0.01% 1002
2021
Q4 		$2.83M Sell
59,800
-11,800
-16% -$568K ﹤0.01% 1008
2021
Q3 		$3.36M Buy
71,600
+19,400
+37% +$852K 0.01% 1004
2021
Q2 		$2.39M Buy
52,200
+16,400
+46% +$774K 0.01% 968
2021
Q1 		$1.58M Buy
35,800
+7,200
+25% +$300K ﹤0.01% 1001
2020
Q4 		$1.02M Buy
28,600
+400
+1% +$12.6K ﹤0.01% 1073
2020
Q3 		$713K Buy
28,200
+4,800
+21% +$122K ﹤0.01% 1100
2020
Q2 		$591K Buy
23,400
+4,200
+22% +$95.3K ﹤0.01% 1052
2020
Q1 		$361K Buy
19,200
+7,800
+68% +$254K 0.01% 942
2019
Q4 		$463K Buy
11,400
+10,200
+850% +$382K ﹤0.01% 1159
2019
Q3 		$42K Buy
+1,200
New +$41.9K ﹤0.01% 1309

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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.