Citadel Advisors
CAPS

Citadel Advisors’s Capstone Holding Corp CAPS Stock Holding History

Citadel Advisors’s Portfolio CAPS Stock Details CAPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,847
Closed -$20.8K – 14570
2025
Q3 		$20.8K Buy
+15,847
New +$21.7K ﹤0.01% 12483

Other funds holding CAPS

DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors's CAPS Position: Q4 2025 in Review

Citadel Advisors sold out of Capstone Holding Corp (CAPS) in Q4 2025, closing a stake of 15,847 shares — an estimated $20.8K sold.

Citadel Advisors first reported a position in CAPS in Q3 2025 and held it in 1 quarter. The position peaked at $20.8K in Q3 2025. 6 funds tracked by Wall St. Rank hold CAPS as of Q4 2025.

  • Citadel Advisors reported no remaining Capstone Holding Corp position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 15,847 Capstone Holding Corp shares in Q4 2025, an estimated $20.8K.
  • Citadel Advisors first reported a position in Capstone Holding Corp in Q3 2025 and held it in 1 quarter.
  • Citadel Advisors's Capstone Holding Corp position peaked at $20.8K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Capstone Holding Corp as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.