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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capstone Investment Advisors's CFG Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Citizens Financial Group (CFG) in Q2 2026: 15,151 shares worth $1.06M. The stake represents ﹤0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in CFG as recently as Q3 2025.

Capstone Investment Advisors first reported a position in CFG in Q3 2015 and has held it in 24 quarters since. The position peaked at $2.98M in Q2 2016. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Capstone Investment Advisors held 15,151 shares of Citizens Financial Group worth $1.06M as of Q2 2026.
  • Citizens Financial Group was a new Capstone Investment Advisors position in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #920 holding.
  • Capstone Investment Advisors first reported a position in Citizens Financial Group in Q3 2015 and has held it in 24 quarters since.
  • Capstone Investment Advisors's Citizens Financial Group position peaked at $2.98M in Q2 2016.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.