Kerr Financial Planning’s Capstone Holding Corp CAPS Stock Holding History

Kerr Financial Planning’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 Q2	$690	Hold	75	–	–	﹤0.01%	491
2026 Q1	$546	Hold	75	–	–	﹤0.01%	483
2025 Q4	$364	Buy	+75	New	+$73	﹤0.01%	476

Other funds holding CAPS

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Kerr Financial Planning's CAPS Position: Q2 2026 in Review

Kerr Financial Planning held its Capstone Holding Corp (CAPS) position steady in Q2 2026 at 75 shares worth $690. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Kerr Financial Planning first reported a position in CAPS in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold CAPS as of Q2 2026.

Kerr Financial Planning held 75 shares of Capstone Holding Corp worth $690 as of Q2 2026.
Kerr Financial Planning left its Capstone Holding Corp share count unchanged in Q2 2026.
Capstone Holding Corp made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #491 holding.
Kerr Financial Planning first reported a position in Capstone Holding Corp in Q4 2025 and has held it in 3 quarters since.
9 funds tracked by Wall St. Rank held Capstone Holding Corp as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.