Cambridge Financial Group
C icon

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
Q3 		$9.27M Sell
71,616
-2,115
-3% -$285K 3.28% 18
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Cambridge Financial Group's C Position: Q3 2026 in Review

Cambridge Financial Group reduced its Citigroup (C) stake by 2.9% in Q3 2026, selling an estimated $285K and leaving 71,616 shares worth $9.27M. The position accounts for 3.28% of the portfolio, ranked #18.

Cambridge Financial Group first reported a position in C in Q2 2013 and has held it in 10 quarters since. The position peaked at $10.3M in Q2 2026. 2,002 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Cambridge Financial Group held 71,616 shares of Citigroup worth $9.27M as of Q3 2026.
  • Cambridge Financial Group sold 2,115 Citigroup shares in Q3 2026, an estimated $285K.
  • Citigroup made up 3.28% of Cambridge Financial Group's portfolio in Q3 2026, its #18 holding.
  • Cambridge Financial Group first reported a position in Citigroup in Q2 2013 and has held it in 10 quarters since.
  • Cambridge Financial Group's Citigroup position peaked at $10.3M in Q2 2026.
  • 2,002 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Cambridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.