CITIZENS FINANCIAL GROUP INC/RI CATX — PERSPECTIVE THERAPEUTICS INC

Ownership history in CITIZENS FINANCIAL GROUP INC/RI  ·  4 quarters on record

AI Ownership Summary

CITIZENS FINANCIAL GROUP INC/RI reported PERSPECTIVE THERAPEUTICS INC (CATX) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows CATX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CATX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITIZENS FINANCIAL GROUP INC/RI's position in PERSPECTIVE THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CATX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CATX stock page CITIZENS FINANCIAL GROUP INC/RI fund profile CITIZENS FINANCIAL GROUP INC/RI full holdings
How CITIZENS FINANCIAL GROUP INC/RI held CATX — position size vs. price
% of Fund (quarterly)    CATX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 53,100 — 0% 0.00% $182K 2025-10-24 $2.99
2025 Q2 REDUCED 46.9% -2.6% ✅ 53,100 -46,900 -46.9% 0.00% $183K 2025-08-08 $3.68
2025 Q1 ADDED — — — 100,000 +50,000 +100.0% 0.00% $213K 2025-05-09 $2.35
2024 Q4 INITIATED — — — 50,000 — — 0.00% $160K 2025-02-07 $3.31

🏢 Other funds also holding CATX

As of 2026 Q1 — sorted by position size

Avidity Partners Management LP 3Y 5.34% Yu Fan 3Y 4.54% Nicholson Wealth Management Group, LLC 3.93% Ally Bridge Group (NY) LLC 3Y 3.12% Spruce Street Capital LP 2.63% Opaleye Management Inc. 3Y 7Y 2.57% Commodore Capital LP 3Y 1.53% Patient Square Capital LP 3Y 1.2% TCG Crossover Management, LLC 3Y 0.94% Affinity Asset Advisors, LLC 3Y 0.68%

FAQ About CITIZENS FINANCIAL GROUP INC/RI and CATX

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITIZENS FINANCIAL GROUP INC/RI reported owning CATX?

CITIZENS FINANCIAL GROUP INC/RI reported CATX across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported CATX position in CITIZENS FINANCIAL GROUP INC/RI's portfolio?

The largest reported portfolio weight for CATX was 0.00% in 2025 Q1.

What is the latest reported CATX position on this page?

The most recent filing on this page is 2025 Q3, when CITIZENS FINANCIAL GROUP INC/RI reported 53,100 shares, equal to 0.00% of portfolio, with an estimated market value of $182K.

What does the chart on this CATX ownership page compare?

The chart compares CITIZENS FINANCIAL GROUP INC/RI's quarterly CATX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CITIZENS FINANCIAL GROUP INC/RI time their CATX position?

Based on 13F filing dates vs. subsequent CATX price moves, CITIZENS FINANCIAL GROUP INC/RI correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on CATX relative to SPY over the holding period was -27.7%.

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