Citigroup
CAPS

Citigroup’s Capstone Holding Corp CAPS Stock Holding History

Citigroup’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
2026
Q1 		$1 Hold
1
– – ﹤0.01% 5889
2025
Q4 		$1 Buy
+1
New +$1 ﹤0.01% 6008

Other funds holding CAPS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup's CAPS Position: Q1 2026 in Review

Citigroup held its Capstone Holding Corp (CAPS) position steady in Q1 2026 at 1 share worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #5889.

Citigroup first reported a position in CAPS in Q4 2025 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold CAPS as of Q1 2026.

  • Citigroup held 1 share of Capstone Holding Corp worth $1 as of Q1 2026.
  • Citigroup left its Capstone Holding Corp share count unchanged in Q1 2026.
  • Capstone Holding Corp made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #5889 holding.
  • Citigroup first reported a position in Capstone Holding Corp in Q4 2025 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Capstone Holding Corp as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.