CSC
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Caldwell Sutter Capital’s Citigroup C Stock Holding History

Caldwell Sutter 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
Q2 		$78.4K Hold
560
– – 0.03% 340
2026
Q1 		$63.5K Sell
560
-37
-6% -$4.21K 0.03% 351
2025
Q4 		$69.7K Hold
597
– – 0.03% 318
2025
Q3 		$60.6K Hold
597
– – 0.03% 338
2025
Q2 		$50.8K Hold
597
– – 0.02% 355
2025
Q1 		$42.4K Sell
597
-400
-40% -$30.5K 0.02% 375
2024
Q4 		$70.2K Hold
997
– – 0.03% 319
2024
Q3 		$62.4K Sell
997
-3
-0.3% -$186 0.03% 331
2024
Q2 		$63.5K Hold
1,000
– – 0.03% 325
2024
Q1 		$63.2K Hold
1,000
– – 0.03% 325
2023
Q4 		$51.4K Hold
1,000
– – 0.03% 329
2023
Q3 		$41.1K Buy
1,000
+285
+40% +$12.5K 0.02% 344
2023
Q2 		$32.9K Buy
+715
New +$33.5K 0.02% 374

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 Sutter Capital's C Position: Q2 2026 in Review

Caldwell Sutter Capital held its Citigroup (C) position steady in Q2 2026 at 560 shares worth $78.4K. The position accounts for 0.03% of the portfolio, ranked #340.

Caldwell Sutter Capital first reported a position in C in Q2 2023 and has held it in 13 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Caldwell Sutter Capital held 560 shares of Citigroup worth $78.4K as of Q2 2026.
  • Caldwell Sutter Capital left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.03% of Caldwell Sutter Capital's portfolio in Q2 2026, its #340 holding.
  • Caldwell Sutter Capital first reported a position in Citigroup in Q2 2023 and has held it in 13 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.