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CAPTRUST FINANCIAL ADVISORS: CFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on CFG, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 196,039 CFG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,039 shares
    Change vs previous 13F +9,538 shares

    0.02% of the 13F portfolio, value $13,736,437.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 186,501 shares
    Change vs previous 13F +48,137 shares

    0.02% of the 13F portfolio, value $11,183,616.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 138,364 shares
    Change vs previous 13F +27,989 shares

    0.02% of the 13F portfolio, value $8,081,847.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 110,375 shares
    Change vs previous 13F +8,143 shares

    0.01% of the 13F portfolio, value $5,867,531.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 102,232 shares
    Change vs previous 13F -1,789 shares

    0.01% of the 13F portfolio, value $4,574,898.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 104,021 shares
    Change vs previous 13F -45 shares

    0.01% of the 13F portfolio, value $4,261,736.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 104,066 shares
    Change vs previous 13F +1,487 shares

    0.01% of the 13F portfolio, value $4,553,920.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 102,579 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,212,922.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).