Skip to main content
Livermore
Livermore
ZHEN

Capital Advisors, Ltd. LLC

SEC CIK
0001597878
Latest filing
Jul 16, 2026

CFG holding history

Citizens Financial Group Inc in every 13F filed by Capital Advisors, Ltd. LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFG overviewAll 13F holders of CFGFull Q2 2026 holdings

Shares (Q2 2026)
122
Value
$9.00K
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of CFG by Capital Advisors, Ltd. LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026122$9.00K<0.1%00.0%UnchangedHolders
Q1 2026122$7.00K<0.1%00.0%UnchangedHolders
Q4 2025122$7.00K<0.1%00.0%UnchangedHolders
Q3 2025122$6.00K<0.1%00.0%UnchangedHolders
Q2 2025122$5.00K<0.1%−1−0.8%ReducedHolders
Q1 2025123$5.00K<0.1%00.0%UnchangedHolders
Q4 2024123$5.00K<0.1%00.0%UnchangedHolders
Q3 2024123$5.00K<0.1%00.0%UnchangedHolders
Q2 2024123$4.00K<0.1%−5−3.9%ReducedHolders
Q1 2024128$5.00K<0.1%+25+24.3%AddedHolders
Q4 2023103$3.00K<0.1%+71+221.9%AddedHolders
Q3 202332$1.00K<0.1%00.0%UnchangedHolders
Q2 202332$1.00K<0.1%+17+113.3%AddedHolders
Q1 202315$00.0%−194−92.8%ReducedHolders
Q4 2022209$2.00K<0.1%+187+850.0%AddedHolders
Q3 202222$1.00K<0.1%−7−24.1%ReducedHolders
Q2 202229$1.00K<0.1%+29NewHolders
Q1 20220$00.0%−11−100.0%Sold outHolders
Q4 202111$1.00K<0.1%+11NewHolders