CIM
C icon

Caldwell Investment Management’s Citigroup C Stock Holding History

Caldwell Investment 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
Q2 		– Sell
-75,000
Closed -$8.06M – 36
2026
Q1 		$8.06M Buy
+75,000
New +$8.54M 3.16% 8

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

Caldwell Investment Management's C Position: Q2 2026 in Review

Caldwell Investment Management sold out of Citigroup (C) in Q2 2026, closing a stake of 75,000 shares — an estimated $8.06M sold.

Caldwell Investment Management first reported a position in C in Q1 2026 and held it in 1 quarter. The position peaked at $8.06M in Q1 2026. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Caldwell Investment Management reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
  • Caldwell Investment Management sold 75,000 Citigroup shares in Q2 2026, an estimated $8.06M.
  • Caldwell Investment Management first reported a position in Citigroup in Q1 2026 and held it in 1 quarter.
  • Caldwell Investment Management's Citigroup position peaked at $8.06M in Q1 2026.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.