Capital Group Investment Management’s Citigroup C Stock Holding History

Capital Group 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 Q1	$5.31M	Sell	46,859 -2	-0%	-$228	0.91%	31
2025 Q4	$5.47M	Buy	46,861 +697	+2%	+$72.4K	0.89%	33
2025 Q3	$4.69M	Sell	46,164 -930	-2%	-$88.2K	0.79%	38
2025 Q2	$4.01M	Buy	47,094 +3,196	+7%	+$231K	0.71%	42
2025 Q1	$3.12M	Buy	43,898 +4,773	+12%	+$364K	0.64%	50
2024 Q4	$2.75M	Buy	39,125 +23,365	+148%	+$1.57M	0.52%	57
2024 Q3	$987K	Hold	15,760	–	–	0.2%	103
2024 Q2	$1M	Hold	15,760	–	–	0.22%	101
2024 Q1	$997K	Hold	15,760	–	–	0.18%	135
2023 Q4	$811K	Buy	15,760 +1,227	+8%	+$54.3K	0.09%	161
2023 Q3	$598K	Buy	14,533 +589	+4%	+$25.9K	0.04%	163
2023 Q2	$642K	Buy	13,944 +825	+6%	+$38.6K	0.03%	165
2023 Q1	$615K	Sell	13,119 -2,166	-14%	-$106K	0.03%	171
2022 Q4	$691K	Buy	+15,285	New	+$694K	0.03%	174

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

Capital Group Investment Management's C Position: Q1 2026 in Review

Capital Group Investment Management reduced its Citigroup (C) stake by 0% in Q1 2026, selling an estimated $228 and leaving 46,859 shares worth $5.31M. The position accounts for 0.91% of the portfolio, ranked #31.

Capital Group Investment Management first reported a position in C in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.47M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Capital Group Investment Management held 46,859 shares of Citigroup worth $5.31M as of Q1 2026.
Capital Group Investment Management sold 2 Citigroup shares in Q1 2026, an estimated $228.
Citigroup made up 0.91% of Capital Group Investment Management's portfolio in Q1 2026, its #31 holding.
Capital Group Investment Management first reported a position in Citigroup in Q4 2022 and has held it in 14 quarters since.
Capital Group Investment Management's Citigroup position peaked at $5.47M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Capital Group Investment Management's 13F filing for Q1 2026, filed 13 May 2026.