Capstone Investment Advisors
CFG icon

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
2026
Q1 		– Sell
-3,600
Closed -$210K – 1613
2025
Q4 		$210K Sell
3,600
-6,100
-63% -$328K ﹤0.01% 1487
2025
Q3 		$516K Buy
9,700
+1,800
+23% +$89.6K ﹤0.01% 1353
2025
Q2 		$354K Sell
7,900
-17,300
-69% -$681K ﹤0.01% 1310
2025
Q1 		$1.03M Sell
25,200
-14,000
-36% -$625K ﹤0.01% 878
2024
Q4 		$1.72M Buy
39,200
+8,500
+28% +$376K ﹤0.01% 892
2024
Q3 		$1.26M Buy
30,700
+1,000
+3% +$40.4K ﹤0.01% 888
2024
Q2 		$1.07M Buy
29,700
+11,300
+61% +$394K ﹤0.01% 962
2024
Q1 		$668K Sell
18,400
-11,500
-38% -$377K ﹤0.01% 1395
2023
Q4 		$991K Sell
29,900
-3,200
-10% -$88.1K ﹤0.01% 1052
2023
Q3 		$887K Buy
33,100
+1,600
+5% +$45.7K ﹤0.01% 1032
2023
Q2 		$822K Buy
31,500
+1,400
+5% +$38.6K ﹤0.01% 937
2023
Q1 		$914K Sell
30,100
-19,400
-39% -$760K ﹤0.01% 824
2022
Q4 		$1.95M Sell
49,500
-40,000
-45% -$1.56M 0.01% 719
2022
Q3 		$3.08M Buy
89,500
+1,900
+2% +$70.3K 0.02% 573
2022
Q2 		$3.13M Sell
87,600
-75,100
-46% -$2.97M 0.02% 579
2022
Q1 		$7.38M Sell
162,700
-106,500
-40% -$5.47M 0.02% 568
2021
Q4 		$12.7M Buy
269,200
+14,100
+6% +$679K 0.02% 536
2021
Q3 		$12M Buy
255,100
+81,400
+47% +$3.57M 0.02% 563
2021
Q2 		$7.97M Buy
173,700
+43,700
+34% +$2.06M 0.02% 601
2021
Q1 		$5.74M Buy
130,000
+32,300
+33% +$1.34M 0.02% 610
2020
Q4 		$3.49M Buy
97,700
+10,700
+12% +$336K 0.01% 712
2020
Q3 		$2.2M Buy
87,000
+1,700
+2% +$43.1K 0.01% 775
2020
Q2 		$2.15M Buy
85,300
+31,300
+58% +$710K 0.01% 693
2020
Q1 		$1.02M Buy
54,000
+12,900
+31% +$421K 0.02% 707
2019
Q4 		$1.67M Buy
41,100
+27,600
+204% +$1.03M 0.01% 890
2019
Q3 		$477K Buy
+13,500
New +$471K ﹤0.01% 1103

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.