Capstone Investment Advisors’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$469K Sell
3,349
-30,375
-90% -$3.95M ﹤0.01% 1268
2026
Q1
$3.82M Buy
33,724
+17,070
+102% +$1.94M 0.01% 479
2025
Q4
$1.94M Sell
16,654
-554,069
-97% -$57.5M ﹤0.01% 643
2025
Q3
$57.9M Sell
570,723
-93,482
-14% -$8.87M 0.11% 91
2025
Q2
$56.5M Buy
664,205
+599,866
+932% +$43.4M 0.14% 58
2025
Q1
$4.57M Buy
64,339
+56,837
+758% +$4.33M 0.01% 478
2024
Q4
$528K Sell
7,502
-22,180
-75% -$1.49M ﹤0.01% 1299
2024
Q3
$1.86M Buy
29,682
+11,332
+62% +$701K 0.01% 761
2024
Q2
$1.16M Buy
+18,350
New +$1.13M ﹤0.01% 927
2024
Q1
Sell
-24,743
Closed -$1.38M 2356
2023
Q4
$1.27M Sell
24,743
-175,871
-88% -$7.79M ﹤0.01% 954
2023
Q3
$8.25M Buy
200,614
+106,339
+113% +$4.67M 0.04% 320
2023
Q2
$4.34M Sell
94,275
-9,259
-9% -$434K 0.02% 415
2023
Q1
$4.85M Buy
103,534
+658
+0.6% +$32.3K 0.02% 370
2022
Q4
$4.65M Sell
102,876
-260,429
-72% -$11.8M 0.03% 407
2022
Q3
$15.1M Buy
363,305
+155,820
+75% +$7.7M 0.09% 151
2022
Q2
$9.54M Sell
207,485
-164,225
-44% -$8.22M 0.05% 271
2022
Q1
$19.8M Sell
371,710
-427,271
-53% -$26.4M 0.05% 259
2021
Q4
$48.3M Buy
798,981
+687,596
+617% +$45.7M 0.08% 207
2021
Q3
$7.82M Sell
111,385
-83,412
-43% -$5.83M 0.02% 698
2021
Q2
$13.8M Buy
194,797
+162,545
+504% +$12M 0.03% 442
2021
Q1
$2.35M Sell
32,252
-69,833
-68% -$4.66M 0.01% 880
2020
Q4
$6.29M Sell
102,085
-313,641
-75% -$15.9M 0.02% 523
2020
Q3
$17.9M Buy
415,726
+309,475
+291% +$15.4M 0.09% 195
2020
Q2
$5.43M Sell
106,251
-134,357
-56% -$6.37M 0.04% 408
2020
Q1
$10.1M Sell
240,608
-35,325
-13% -$2.37M 0.16% 124
2019
Q4
$22M Buy
275,933
+265,741
+2,607% +$19.6M 0.12% 183
2019
Q3
$704K Sell
10,192
-45,389
-82% -$3.09M ﹤0.01% 1014
2019
Q2
$3.89M Sell
55,581
-76,850
-58% -$5.14M 0.03% 532
2019
Q1
$8.24M Buy
132,431
+4,055
+3% +$252K 0.08% 253
2018
Q4
$6.68M Buy
128,376
+94,177
+275% +$5.96M 0.08% 198
2018
Q3
$2.45M Buy
34,199
+10,731
+46% +$759K 0.03% 387
2018
Q2
$1.57M Buy
23,468
+21,027
+861% +$1.45M 0.02% 314
2018
Q1
$165K Sell
2,441
-813,259
-100% -$61.1M ﹤0.01% 313
2017
Q4
$60.7M Buy
815,700
+815,676
+3,398,650% +$60.3M 1.71% 8
2017
Q3
$1K Buy
+24
New +$1.64K ﹤0.01% 526
2016
Q2
Sell
-31,803
Closed -$1.33M 697
2016
Q1
$1.33M Buy
31,803
+15,981
+101% +$668K 0.04% 256
2015
Q4
$818K Sell
15,822
-9,623
-38% -$511K 0.02% 272
2015
Q3
$1.26M Sell
25,445
-148,709
-85% -$8.12M 0.03% 212
2015
Q2
$9.62M Buy
174,154
+147,265
+548% +$8.01M 0.14% 133
2015
Q1
$1.39M Sell
26,889
-779
-3% -$39.7K 0.02% 223
2014
Q4
$1.5M Buy
+27,668
New +$1.47M 0.02% 235
2014
Q3
Sell
-139,255
Closed -$7M 438
2014
Q2
$6.56M Buy
139,255
+83,101
+148% +$3.95M 0.09% 163
2014
Q1
$2.67M Buy
+56,154
New +$2.8M 0.03% 227

Other funds holding C

Capstone Investment Advisors's C Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Citigroup (C) stake by 90% in Q2 2026, selling an estimated $3.95M and leaving 3,349 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Capstone Investment Advisors first reported a position in C in Q1 2014 and has held it in 43 quarters since. The position peaked at $60.7M in Q4 2017. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Capstone Investment Advisors held 3,349 shares of Citigroup worth $469K as of Q2 2026.
  • Capstone Investment Advisors sold 30,375 Citigroup shares in Q2 2026, an estimated $3.95M.
  • Citigroup made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1268 holding.
  • Capstone Investment Advisors first reported a position in Citigroup in Q1 2014 and has held it in 43 quarters since.
  • Capstone Investment Advisors's Citigroup position peaked at $60.7M in Q4 2017.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.