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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Financial Group's C Position: Q1 2026 in Review

Cambridge Financial Group reduced its Citigroup (C) stake by 7.4% in Q1 2026, selling an estimated $676K and leaving 74,141 shares worth $8.41M. The position accounts for 3.14% of the portfolio, ranked #18.

Cambridge Financial Group first reported a position in C in Q2 2013 and has held it in 8 quarters since. The position peaked at $9.34M in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Cambridge Financial Group held 74,141 shares of Citigroup worth $8.41M as of Q1 2026.
Cambridge Financial Group sold 5,935 Citigroup shares in Q1 2026, an estimated $676K.
Citigroup made up 3.14% of Cambridge Financial Group's portfolio in Q1 2026, its #18 holding.
Cambridge Financial Group first reported a position in Citigroup in Q2 2013 and has held it in 8 quarters since.
Cambridge Financial Group's Citigroup position peaked at $9.34M in Q4 2025.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Cambridge Financial Group's 13F filing for Q1 2026, filed 14 May 2026.