BC
C icon

Burney Company’s Citigroup C Stock Holding History

Burney Company’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 		$22.6M Buy
161,718
+104,736
+184% +$13.6M 0.61% 23
2026
Q1 		$6.46M Sell
56,982
-9,197
-14% -$1.05M 0.2% 93
2025
Q4 		$7.72M Buy
66,179
+1,202
+2% +$125K 0.24% 94
2025
Q3 		$6.6M Sell
64,977
-628
-1% -$59.6K 0.21% 109
2025
Q2 		$5.58M Sell
65,605
-2,230
-3% -$161K 0.19% 117
2025
Q1 		$4.82M Buy
67,835
+461
+0.7% +$35.2K 0.18% 125
2024
Q4 		$4.74M Sell
67,374
-535
-0.8% -$36.1K 0.17% 134
2024
Q3 		$4.25M Sell
67,909
-31,349
-32% -$1.94M 0.15% 149
2024
Q2 		$6.3M Sell
99,258
-5,825
-6% -$359K 0.24% 99
2024
Q1 		$6.65M Sell
105,083
-67,412
-39% -$3.75M 0.25% 100
2023
Q4 		$8.87M Sell
172,495
-53,658
-24% -$2.38M 0.37% 69
2023
Q3 		$9.3M Buy
226,153
+6,849
+3% +$301K 0.44% 60
2023
Q2 		$10.1M Buy
219,304
+107,406
+96% +$5.03M 0.46% 55
2023
Q1 		$5.25M Buy
111,898
+2,375
+2% +$117K 0.26% 112
2022
Q4 		$4.95M Sell
109,523
-2,112
-2% -$95.9K 0.25% 113
2022
Q3 		$4.65M Buy
111,635
+88,770
+388% +$4.39M 0.26% 119
2022
Q2 		$1.05M Sell
22,865
-1,569
-6% -$78.5K 0.06% 293
2022
Q1 		$1.3M Sell
24,434
-32,867
-57% -$2.03M 0.06% 296
2021
Q4 		$3.46M Buy
57,301
+18,390
+47% +$1.22M 0.15% 169
2021
Q3 		$2.73M Sell
38,911
-18,496
-32% -$1.29M 0.13% 186
2021
Q2 		$4.06M Buy
57,407
+16,242
+39% +$1.2M 0.19% 148
2021
Q1 		$3M Sell
41,165
-2,008
-5% -$134K 0.15% 175
2020
Q4 		$2.66M Sell
43,173
-5,475
-11% -$278K 0.15% 175
2020
Q3 		$2.1M Buy
48,648
+9,593
+25% +$478K 0.13% 203
2020
Q2 		$2M Sell
39,055
-11,764
-23% -$558K 0.13% 193
2020
Q1 		$2.14M Sell
50,819
-4,822
-9% -$324K 0.16% 159
2019
Q4 		$4.45M Sell
55,641
-4,368
-7% -$323K 0.25% 121
2019
Q3 		$4.14M Sell
60,009
-14,728
-20% -$1M 0.25% 119
2019
Q2 		$5.23M Sell
74,737
-17,486
-19% -$1.17M 0.32% 101
2019
Q1 		$5.74M Sell
92,223
-24,553
-21% -$1.52M 0.36% 92
2018
Q4 		$6.08M Sell
116,776
-7,651
-6% -$484K 0.43% 73
2018
Q3 		$8.93M Sell
124,427
-10,124
-8% -$716K 0.53% 51
2018
Q2 		$9M Sell
134,551
-8,359
-6% -$575K 0.53% 56
2018
Q1 		$9.65M Sell
142,910
-6,734
-5% -$506K 0.6% 49
2017
Q4 		$11.1M Buy
149,644
+14,635
+11% +$1.08M 0.63% 46
2017
Q3 		$9.81M Sell
135,009
-4,539
-3% -$310K 0.64% 49
2017
Q2 		$9.35M Sell
139,548
-4,826
-3% -$296K 0.61% 57
2017
Q1 		$8.64M Sell
144,374
-24,103
-14% -$1.43M 0.57% 62
2016
Q4 		$10M Buy
168,477
+3,156
+2% +$170K 0.68% 51
2016
Q3 		$7.75M Buy
165,321
+13,805
+9% +$628K 0.55% 66
2016
Q2 		$6.42M Buy
151,516
+45,073
+42% +$1.99M 0.46% 78
2016
Q1 		$4.44M Buy
106,443
+75,027
+239% +$3.14M 0.32% 94
2015
Q4 		$1.65M Buy
31,416
+4,718
+18% +$250K 0.12% 168
2015
Q3 		$1.32M Buy
26,698
+428
+2% +$23.4K 0.1% 175
2015
Q2 		$1.45M Sell
26,270
-11,301
-30% -$615K 0.1% 177
2015
Q1 		$1.94M Buy
37,571
+4,193
+13% +$214K 0.13% 158
2014
Q4 		$1.81M Buy
33,378
+23,651
+243% +$1.26M 0.14% 154
2014
Q3 		$504K Buy
9,727
+5,459
+128% +$274K 0.04% 271
2014
Q2 		$201K Buy
+4,268
New +$203K 0.02% 394

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Burney Company's C Position: Q2 2026 in Review

Burney Company increased its Citigroup (C) stake by 184% in Q2 2026, buying an estimated $13.6M and bringing the position to 161,718 shares worth $22.6M. The position accounts for 0.61% of the portfolio, ranked #23.

Burney Company first reported a position in C in Q2 2014 and has held it in 49 quarters since. 433 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Burney Company held 161,718 shares of Citigroup worth $22.6M as of Q2 2026.
  • Burney Company bought 104,736 Citigroup shares in Q2 2026, an estimated $13.6M.
  • Citigroup made up 0.61% of Burney Company's portfolio in Q2 2026, its #23 holding.
  • Burney Company first reported a position in Citigroup in Q2 2014 and has held it in 49 quarters since.
  • 433 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.