BEC
C icon

Blue Edge Capital’s Citigroup C Stock Holding History

Blue Edge Capital’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 		$3.9M Buy
34,376
+160
+0.5% +$18.2K 0.52% 51
2025
Q4 		$3.99M Buy
34,216
+1,058
+3% +$110K 0.53% 48
2025
Q3 		$3.37M Sell
33,158
-1,728
-5% -$164K 0.48% 51
2025
Q2 		$2.97M Sell
34,886
-700
-2% -$50.6K 0.44% 53
2025
Q1 		$2.53M Buy
+35,586
New +$2.71M 0.41% 53

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

Blue Edge Capital's C Position: Q1 2026 in Review

Blue Edge Capital increased its Citigroup (C) stake by 0.47% in Q1 2026, buying an estimated $18.2K and bringing the position to 34,376 shares worth $3.9M. The position accounts for 0.52% of the portfolio, ranked #51.

Blue Edge Capital first reported a position in C in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.99M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Blue Edge Capital held 34,376 shares of Citigroup worth $3.9M as of Q1 2026.
  • Blue Edge Capital bought 160 Citigroup shares in Q1 2026, an estimated $18.2K.
  • Citigroup made up 0.52% of Blue Edge Capital's portfolio in Q1 2026, its #51 holding.
  • Blue Edge Capital first reported a position in Citigroup in Q1 2025 and has held it in 5 quarters since.
  • Blue Edge Capital's Citigroup position peaked at $3.99M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.