Bailard’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.54M Sell
66,449
-223
-0.3% -$25.4K 0.17% 114
2025
Q4
$7.78M Sell
66,672
-1,320
-2% -$137K 0.17% 112
2025
Q3
$6.9M Buy
67,992
+3,638
+6% +$345K 0.15% 120
2025
Q2
$5.48M Buy
64,354
+167
+0.3% +$12.1K 0.13% 127
2025
Q1
$4.56M Sell
64,187
-4,672
-7% -$356K 0.12% 138
2024
Q4
$4.85M Buy
68,859
+5,986
+10% +$403K 0.12% 140
2024
Q3
$3.94M Buy
62,873
+1,299
+2% +$80.3K 0.1% 162
2024
Q2
$3.91M Buy
61,574
+40
+0.1% +$2.47K 0.11% 157
2024
Q1
$3.89M Buy
61,534
+7,814
+15% +$435K 0.11% 162
2023
Q4
$2.76M Buy
53,720
+1,275
+2% +$56.4K 0.08% 191
2023
Q3
$2.16M Sell
52,445
-1,055
-2% -$46.3K 0.07% 196
2023
Q2
$2.46M Buy
53,500
+2,259
+4% +$106K 0.09% 176
2023
Q1
$2.4M Buy
51,241
+7
+0% +$344 0.09% 180
2022
Q4
$2.32M Sell
51,234
-826
-2% -$37.5K 0.09% 177
2022
Q3
$2.17M Sell
52,060
-1,542
-3% -$76.2K 0.09% 177
2022
Q2
$2.46M Buy
53,602
+8,485
+19% +$424K 0.1% 173
2022
Q1
$2.41M Buy
45,117
+5,744
+15% +$355K 0.08% 191
2021
Q4
$2.38M Buy
39,373
+77
+0.2% +$5.12K 0.08% 189
2021
Q3
$2.76M Sell
39,296
-874
-2% -$61.1K 0.09% 171
2021
Q2
$2.84M Buy
40,170
+5,898
+17% +$436K 0.1% 164
2021
Q1
$2.49M Buy
34,272
+9,075
+36% +$606K 0.09% 175
2020
Q4
$1.55M Buy
25,197
+41
+0.2% +$2.08K 0.07% 175
2020
Q3
$1.08M Buy
25,156
+2,054
+9% +$102K 0.06% 193
2020
Q2
$1.18M Buy
+23,102
New +$1.1M 0.07% 181
2020
Q1
Sell
-3,116
Closed -$249K 464
2019
Q4
$249K Buy
+3,116
New +$230K 0.01% 448
2019
Q2
Sell
-5,868
Closed -$365K 549
2019
Q1
$365K Sell
5,868
-34
-0.6% -$2.11K 0.02% 373
2018
Q4
$307K Sell
5,902
-395
-6% -$25K 0.02% 415
2018
Q3
$452K Sell
6,297
-504
-7% -$35.6K 0.03% 398
2018
Q2
$455K Buy
6,801
+882
+15% +$60.7K 0.03% 385
2018
Q1
$400K Sell
5,919
-164
-3% -$12.3K 0.03% 377
2017
Q4
$453K Hold
6,083
0.03% 322
2017
Q3
$442K Buy
6,083
+1,993
+49% +$136K 0.03% 223
2017
Q2
$274K Buy
4,090
+200
+5% +$12.3K 0.02% 243
2017
Q1
$233K Hold
3,890
0.02% 269
2016
Q4
$231K Buy
+3,890
New +$210K 0.02% 278

Other funds holding C

Bailard's C Position: Q1 2026 in Review

Bailard reduced its Citigroup (C) stake by 0.33% in Q1 2026, selling an estimated $25.4K and leaving 66,449 shares worth $7.54M. The position accounts for 0.17% of the portfolio, ranked #114.

Bailard first reported a position in C in Q4 2016 and has held it in 35 quarters since. The position peaked at $7.78M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Bailard held 66,449 shares of Citigroup worth $7.54M as of Q1 2026.
  • Bailard sold 223 Citigroup shares in Q1 2026, an estimated $25.4K.
  • Citigroup made up 0.17% of Bailard's portfolio in Q1 2026, its #114 holding.
  • Bailard first reported a position in Citigroup in Q4 2016 and has held it in 35 quarters since.
  • Bailard's Citigroup position peaked at $7.78M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.