Burk Holdings’s Citigroup C Stock Holding History

Burk Holdings’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	$15.8K	Hold	113	–	–	0.01%	224
2026 Q1	$12.8K	Buy	+113	New	+$12.9K	0.01%	242

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Burk Holdings's C Position: Q2 2026 in Review

Burk Holdings held its Citigroup (C) position steady in Q2 2026 at 113 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #224.

Burk Holdings first reported a position in C in Q1 2026 and has held it in 2 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

Burk Holdings held 113 shares of Citigroup worth $15.8K as of Q2 2026.
Burk Holdings left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.01% of Burk Holdings's portfolio in Q2 2026, its #224 holding.
Burk Holdings first reported a position in Citigroup in Q1 2026 and has held it in 2 quarters since.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.