3IP
C icon

3Chopt Investment Partners’s Citigroup C Stock Holding History

3Chopt Investment Partners’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 		$2.22M Buy
+15,863
New +$2.07M 0.42% 53
2026
Q1 		– Sell
-14,763
Closed -$1.72M – 247
2025
Q4 		$1.72M Sell
14,763
-437
-3% -$45.4K 0.39% 62
2025
Q3 		$1.54M Sell
15,200
-534
-3% -$50.7K 0.35% 66
2025
Q2 		$1.34M Buy
15,734
+1,900
+14% +$137K 0.32% 72
2025
Q1 		$982K Buy
13,834
+1,830
+15% +$140K 0.26% 89
2024
Q4 		$845K Buy
+12,004
New +$809K 0.29% 65
2024
Q3 		– Sell
-6,391
Closed -$406K – 86
2024
Q2 		$406K Buy
+6,391
New +$394K 0.12% 134
2023
Q1 		– Sell
-1,976
Closed -$89.4K – 155
2022
Q4 		$89.4K Buy
+1,976
New +$89.8K 0.05% 168

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3Chopt Investment Partners's C Position: Q2 2026 in Review

3Chopt Investment Partners opened a new position in Citigroup (C) in Q2 2026: 15,863 shares worth $2.22M. The stake represents 0.42% of the portfolio and ranks #53 among its holdings. This is a return to the name: 3Chopt Investment Partners previously reported a position in C as recently as Q4 2025.

3Chopt Investment Partners first reported a position in C in Q4 2022 and has held it in 8 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • 3Chopt Investment Partners held 15,863 shares of Citigroup worth $2.22M as of Q2 2026.
  • Citigroup was a new 3Chopt Investment Partners position in Q2 2026.
  • Citigroup made up 0.42% of 3Chopt Investment Partners's portfolio in Q2 2026, its #53 holding.
  • 3Chopt Investment Partners first reported a position in Citigroup in Q4 2022 and has held it in 8 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.