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Capstone Holding Corp (CAPS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
UBS Group AG
NEW
Shares86,267
Change+86,267
Value$12.4K
Filed 2026-11-10
Geode Capital Management, LLC
UNCHANGED
Shares61,497 from 61,497
Change0 (0%)
Value$8.9K (-$6.8K)
Filed 2026-11-06
StoneX Group Inc.
DECREASED
Shares21,167 from 39,464
Change-18,297 (-46%)
Value$4.5K (-$8.3K)
Filed 2026-11-03
Citigroup Inc
NEW
Shares2,064
Change+2,064
Value$297
Filed 2026-11-04
Ground Swell Capital, LLC
CLOSED
Shares0 from 10,448
Change-10,448 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-09
Barclays PLC
CLOSED
Shares0 from 1,123
Change-1,123 (-100%)
Value$0 (-$285)
Filed 2026-11-06
Jane Street Group, LLC
N/A
Shares— from 46,776
Change-46,776 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 21,973
Change-21,973 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,929
Change-15,929 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,959
Change-10,959 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 75
Change-75 (-100%)
Value—
Status
UBS Group AG
NEW86,267—+86,267——$12.4K—2026-11-10
Geode Capital Management, LLC
UNCHANGED61,49761,49700%$15.6K$8.9K-$6.8K2026-11-06
StoneX Group Inc.
DECREASED21,16739,464-18,297-46%$12.8K$4.5K-$8.3K2026-11-03
Citigroup Inc
NEW2,064—+2,064——$297—2026-11-04
Ground Swell Capital, LLC
CLOSED010,448-10,448-100%$2.7K$0-$2.7K2026-11-09
Barclays PLC
CLOSED01,123-1,123-100%$285$0-$2852026-11-06
Jane Street Group, LLC
N/A—46,776-46,776-100%$11.9K———
HRT Financial LP
N/A—21,973-21,973-100%$5———
Goldman Sachs Group Inc
N/A—15,929-15,929-100%$4.0K———
Northern Trust Corp
N/A—10,959-10,959-100%$2.8K———
Kerr Financial Planning Corp
N/A—75-75-100%$690———
Showing 11 of 11 institutions