BIG
C icon

Boothe Investment Group’s Citigroup C Stock Holding History

Boothe Investment Group’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 		$10.9M Sell
78,165
-468
-0.6% -$60.9K 3.45% 9
2026
Q1 		$8.92M Sell
78,633
-13,044
-14% -$1.49M 2.87% 11
2025
Q4 		$10.7M Buy
91,677
+3,061
+3% +$318K 3.83% 10
2025
Q3 		$8.99M Sell
88,616
-16,168
-15% -$1.53M 3.3% 10
2025
Q2 		$8.92M Buy
104,784
+186
+0.2% +$13.4K 3.4% 10
2025
Q1 		$7.43M Sell
104,598
-15,141
-13% -$1.15M 3.39% 9
2024
Q4 		$8.43M Buy
119,739
+456
+0.4% +$30.7K 3.66% 8
2024
Q3 		$7.47M Buy
+119,283
New +$7.38M 3.41% 9

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

Boothe Investment Group's C Position: Q2 2026 in Review

Boothe Investment Group reduced its Citigroup (C) stake by 0.6% in Q2 2026, selling an estimated $60.9K and leaving 78,165 shares worth $10.9M. The position accounts for 3.45% of the portfolio, ranked #9.

Boothe Investment Group first reported a position in C in Q3 2024 and has held it in 8 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Boothe Investment Group held 78,165 shares of Citigroup worth $10.9M as of Q2 2026.
  • Boothe Investment Group sold 468 Citigroup shares in Q2 2026, an estimated $60.9K.
  • Citigroup made up 3.45% of Boothe Investment Group's portfolio in Q2 2026, its #9 holding.
  • Boothe Investment Group first reported a position in Citigroup in Q3 2024 and has held it in 8 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Boothe Investment Group's 13F filing for Q2 2026, filed 14 Jul 2026.