AIM
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Anchor Investment Management’s Citigroup C Stock Holding History

Anchor 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
Q1 		$1M Buy
8,845
+188
+2% +$21.4K 0.08% 192
2025
Q4 		$1.01M Sell
8,657
-497
-5% -$51.6K 0.08% 197
2025
Q3 		$929K Buy
9,154
+788
+9% +$74.8K 0.08% 199
2025
Q2 		$712K Buy
8,366
+5,808
+227% +$420K 0.06% 221
2025
Q1 		$182K Buy
2,558
+1
+0% +$76 0.02% 375
2024
Q4 		$180K Hold
2,557
– – 0.02% 380
2024
Q3 		$160K Buy
2,557
+501
+24% +$31K 0.02% 403
2024
Q2 		$130K Sell
2,056
-249
-11% -$15.4K 0.01% 403
2024
Q1 		$146K Sell
2,305
-550
-19% -$30.6K 0.02% 404
2023
Q4 		$147K Sell
2,855
-330
-10% -$14.6K 0.02% 389
2023
Q3 		$131K Sell
3,185
-549
-15% -$24.1K 0.02% 398
2023
Q2 		$172K Sell
3,734
-1,574
-30% -$73.7K 0.02% 362
2023
Q1 		$249K Sell
5,308
-6,886
-56% -$338K 0.03% 309
2022
Q4 		$552K Sell
12,194
-1,976
-14% -$89.8K 0.08% 221
2022
Q3 		$590K Buy
14,170
+2,969
+27% +$147K 0.09% 200
2022
Q2 		$515K Sell
11,201
-2,260
-17% -$113K 0.07% 217
2022
Q1 		$719K Buy
13,461
+442
+3% +$27.3K 0.09% 201
2021
Q4 		$786K Buy
13,019
+687
+6% +$45.7K 0.1% 191
2021
Q3 		$865K Buy
12,332
+536
+5% +$37.5K 0.12% 175
2021
Q2 		$835K Buy
11,796
+288
+3% +$21.3K 0.12% 178
2021
Q1 		$837K Sell
11,508
-135
-1% -$9.01K 0.13% 167
2020
Q4 		$718K Sell
11,643
-2,517
-18% -$128K 0.13% 153
2020
Q3 		$610K Buy
14,160
+129
+0.9% +$6.43K 0.12% 153
2020
Q2 		$717K Sell
14,031
-3,725
-21% -$177K 0.16% 142
2020
Q1 		$748K Sell
17,756
-1,043
-6% -$70K 0.19% 127
2019
Q4 		$1.5M Buy
18,799
+900
+5% +$66.5K 0.32% 94
2019
Q3 		$1.24M Sell
17,899
-655
-4% -$44.6K 0.28% 103
2019
Q2 		$1.3M Buy
18,554
+125
+0.7% +$8.36K 0.31% 90
2019
Q1 		$1.15M Buy
18,429
+330
+2% +$20.5K 0.29% 99
2018
Q4 		$942K Buy
18,099
+605
+3% +$38.3K 0.27% 105
2018
Q3 		$1.26M Sell
17,494
-267
-2% -$18.9K 0.29% 91
2018
Q2 		$1.19M Buy
17,761
+2,542
+17% +$175K 0.29% 93
2018
Q1 		$1.03M Buy
15,219
+1,660
+12% +$125K 0.27% 104
2017
Q4 		$1.01M Buy
13,559
+2,916
+27% +$216K 0.27% 101
2017
Q3 		$774K Buy
10,643
+498
+5% +$34K 0.23% 112
2017
Q2 		$678K Buy
10,145
+983
+11% +$60.3K 0.23% 107
2017
Q1 		$548K Hold
9,162
– – 0.19% 119
2016
Q4 		$544K Sell
9,162
-71
-0.8% -$3.83K 0.2% 114
2016
Q3 		$436K Buy
9,233
+60
+0.7% +$2.73K 0.17% 136
2016
Q2 		$389K Sell
9,173
-3,605
-28% -$159K 0.15% 153
2016
Q1 		$533K Buy
+12,778
New +$534K 0.22% 113

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anchor Investment Management's C Position: Q1 2026 in Review

Anchor Investment Management increased its Citigroup (C) stake by 2.2% in Q1 2026, buying an estimated $21.4K and bringing the position to 8,845 shares worth $1M. The position accounts for 0.08% of the portfolio, ranked #192.

Anchor Investment Management first reported a position in C in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.5M in Q4 2019. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Anchor Investment Management held 8,845 shares of Citigroup worth $1M as of Q1 2026.
  • Anchor Investment Management bought 188 Citigroup shares in Q1 2026, an estimated $21.4K.
  • Citigroup made up 0.08% of Anchor Investment Management's portfolio in Q1 2026, its #192 holding.
  • Anchor Investment Management first reported a position in Citigroup in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Citigroup position peaked at $1.5M in Q4 2019.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.