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Cambridge Financial Group’s Citigroup C Stock Holding History

Cambridge Financial 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 		$10.3M Sell
73,731
-410
-0.6% -$53.4K 3.59% 5
2026
Q1 		$8.41M Sell
74,141
-5,935
-7% -$676K 3.14% 18
2025
Q4 		$9.34M Sell
80,076
-11,059
-12% -$1.15M 3.57% 8
2025
Q3 		$9.25M Buy
91,135
+21,500
+31% +$2.04M 3.59% 8
2025
Q2 		$5.93M Sell
69,635
-28,160
-29% -$2.04M 2.99% 16
2025
Q1 		$6.94M Sell
97,795
-1,960
-2% -$149K 3.02% 22
2024
Q4 		$7.02M Buy
+99,755
New +$6.72M 2.9% 23
2013
Q4 		– Sell
-128,667
Closed -$6.24M – 32
2013
Q3 		$6.24M Sell
128,667
-9,601
-7% -$485K 3.44% 12
2013
Q2 		$7.21M Buy
+138,268
New +$6.65M 3.63% 6

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

Cambridge Financial Group's C Position: Q2 2026 in Review

Cambridge Financial Group reduced its Citigroup (C) stake by 0.55% in Q2 2026, selling an estimated $53.4K and leaving 73,731 shares worth $10.3M. The position accounts for 3.59% of the portfolio, ranked #5.

Cambridge Financial Group first reported a position in C in Q2 2013 and has held it in 9 quarters since. 2,640 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Cambridge Financial Group held 73,731 shares of Citigroup worth $10.3M as of Q2 2026.
  • Cambridge Financial Group sold 410 Citigroup shares in Q2 2026, an estimated $53.4K.
  • Citigroup made up 3.59% of Cambridge Financial Group's portfolio in Q2 2026, its #5 holding.
  • Cambridge Financial Group first reported a position in Citigroup in Q2 2013 and has held it in 9 quarters since.
  • 2,640 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Cambridge Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.