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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

CSTR holding history

CapStar Financial Holdings, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSTR overviewAll 13F holders of CSTRFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of CSTR by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−40,584−100.0%Sold outHolders
Q1 202440,584$815.7K<0.1%+26,898+196.5%AddedHolders
Q4 202313,686$256.5K<0.1%−13,455−49.6%ReducedHolders
Q3 202327,141$385.1K<0.1%−30,341−52.8%ReducedHolders
Q2 202357,482$705.3K<0.1%+30,495+113.0%AddedHolders
Q1 202326,987$408.9K<0.1%+26,987NewHolders
Q4 20220$00.0%−20,370−100.0%Sold outHolders
Q3 202220,370$377.0K<0.1%00.0%UnchangedHolders
Q2 202220,370$400.0K<0.1%+2,395+13.3%AddedHolders
Q1 202217,975$379.0K<0.1%−795−4.2%ReducedHolders
Q4 202118,770$395.0K<0.1%−17−0.1%ReducedHolders
Q3 202118,787$399.0K<0.1%+19+0.1%AddedHolders
Q2 202118,768$385.0K<0.1%−319−1.7%ReducedHolders
Q1 202119,087$329.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.