AIM
C icon

Access Investment Management’s Citigroup C Stock Holding History

Access Investment 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 		$16.8M Buy
120,118
+936
+0.8% +$122K 4.3% 3
2026
Q1 		$13.5M Buy
119,182
+90
+0.1% +$10.2K 3.6% 7
2025
Q4 		$12.1M Hold
119,092
– – 3.25% 8
2025
Q3 		$12.1M Buy
119,092
+440
+0.4% +$41.8K 3.25% 8
2025
Q2 		$10.1M Buy
+118,652
New +$8.58M 2.88% 10
2024
Q4 		$8.09M Sell
115,000
-2,000
-2% -$135K 2.35% 14
2024
Q3 		$7.32M Hold
117,000
– – 2.23% 14
2024
Q2 		$7.42M Hold
117,000
– – 2.41% 14
2024
Q1 		$7.4M Hold
117,000
– – 2.44% 14
2023
Q4 		$6.02M Buy
+117,000
New +$5.18M 2.24% 14

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

Access Investment Management's C Position: Q2 2026 in Review

Access Investment Management increased its Citigroup (C) stake by 0.79% in Q2 2026, buying an estimated $122K and bringing the position to 120,118 shares worth $16.8M. The position accounts for 4.3% of the portfolio, ranked #3.

Access Investment Management first reported a position in C in Q4 2023 and has held it in 10 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Access Investment Management held 120,118 shares of Citigroup worth $16.8M as of Q2 2026.
  • Access Investment Management bought 936 Citigroup shares in Q2 2026, an estimated $122K.
  • Citigroup made up 4.3% of Access Investment Management's portfolio in Q2 2026, its #3 holding.
  • Access Investment Management first reported a position in Citigroup in Q4 2023 and has held it in 10 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.