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Berbice Capital Management’s Citigroup C Stock Holding History

Berbice Capital 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 		$68K Hold
600
– – 0.04% 75
2025
Q4 		$70K Hold
600
– – 0.04% 78
2025
Q3 		$60.9K Hold
600
– – 0.04% 86
2025
Q2 		$51.1K Hold
600
– – 0.04% 85
2025
Q1 		$42.6K Hold
600
– – 0.04% 88
2024
Q4 		$42.2K Buy
+600
New +$40.4K 0.03% 85

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

Berbice Capital Management's C Position: Q1 2026 in Review

Berbice Capital Management held its Citigroup (C) position steady in Q1 2026 at 600 shares worth $68K. The position accounts for 0.04% of the portfolio, ranked #75.

Berbice Capital Management first reported a position in C in Q4 2024 and has held it in 6 quarters since. The position peaked at $70K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Berbice Capital Management held 600 shares of Citigroup worth $68K as of Q1 2026.
  • Berbice Capital Management left its Citigroup share count unchanged in Q1 2026.
  • Citigroup made up 0.04% of Berbice Capital Management's portfolio in Q1 2026, its #75 holding.
  • Berbice Capital Management first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
  • Berbice Capital Management's Citigroup position peaked at $70K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Berbice Capital Management's 13F filing for Q1 2026, filed 6 May 2026.