1248 Management’s Citigroup C Stock Holding History

1248 Management’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$976K	Hold	6,976	–	–	0.38%	32
2026 Q1	$791K	Hold	6,976	–	–	0.37%	35
2025 Q4	$814K	Hold	6,976	–	–	0.44%	36
2025 Q3	$708K	Buy	+6,976	New	+$662K	0.4%	47

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1248 Management's C Position: Q2 2026 in Review

1248 Management held its Citigroup (C) position steady in Q2 2026 at 6,976 shares worth $976K. The position accounts for 0.38% of the portfolio, ranked #32.

1248 Management first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

1248 Management held 6,976 shares of Citigroup worth $976K as of Q2 2026.
1248 Management left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.38% of 1248 Management's portfolio in Q2 2026, its #32 holding.
1248 Management first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on 1248 Management's 13F filing for Q2 2026, filed 13 Aug 2026.