Capstone HoldingCAPS
13F holders, Q4 2025 (December 31)6holders −2
3new positions
5sold out
$0.73avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Capstone Holding Corp. (CAPS) in their 13F filings, down 2 from Q3 2025. 3 opened new positions and 5 sold out. The largest holders were DRW Securities, LLC ($91K), UBS Group AG ($2K) and KERR FINANCIAL PLANNING Corp ($364).
- Company
- Capstone Holding Corp.
- CUSIP
- 14068E208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $92K |
| Exits | 5 | $95K |
All 13F filers, Q3 2025 → Q4 2025: 125,505 shares bought and 72,685 shares sold, net +52,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| DRW Securities, LLC | 0.01% | New | 125,422 | $91K |
| UBS Group AG | 0.00% | Reduce -1.4% | 2,465 | $2K |
| KERR FINANCIAL PLANNING Corp | 0.00% | New | 75 | $364 |
| Bank of America Corp. | 0.00% | Add +46.7% | 22 | $16 |
| Citigroup Inc. | 0.00% | New | 1 | $1 |
| Morgan Stanley | 0.00% | No change | 1 | $1 |
"% of holder's portfolio" is CAPS's weight in each manager's 13F, not the share of Capstone Holding Corp. the manager owns.