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
2026
Q2 		$273K Buy
+3,900
New +$251K ﹤0.01% 1502
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 $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.