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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
Q2 		$5.76M Sell
41,175
-5,684
-12% -$740K 0.87% 30
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
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 $3.38T AUM 44.17% 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

Capital Group Investment Management's C Position: Q2 2026 in Review

Capital Group Investment Management reduced its Citigroup (C) stake by 12% in Q2 2026, selling an estimated $740K and leaving 41,175 shares worth $5.76M. The position accounts for 0.87% of the portfolio, ranked #30.

Capital Group Investment Management first reported a position in C in Q4 2022 and has held it in 15 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Capital Group Investment Management held 41,175 shares of Citigroup worth $5.76M as of Q2 2026.
  • Capital Group Investment Management sold 5,684 Citigroup shares in Q2 2026, an estimated $740K.
  • Citigroup made up 0.87% of Capital Group Investment Management's portfolio in Q2 2026, its #30 holding.
  • Capital Group Investment Management first reported a position in Citigroup in Q4 2022 and has held it in 15 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Capital Group Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.