CSP
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Cary Street Partners’s Citigroup C Stock Holding History

Cary Street Partners’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 		$5.65M Buy
40,354
+7,475
+23% +$973K 0.12% 181
2026
Q1 		$3.73M Buy
32,879
+279
+0.9% +$31.8K 0.09% 222
2025
Q4 		$3.8M Buy
32,600
+2,659
+9% +$276K 0.09% 218
2025
Q3 		$3.04M Sell
29,941
-2,917
-9% -$277K 0.08% 251
2025
Q2 		$2.8M Buy
32,858
+2,346
+8% +$170K 0.08% 259
2025
Q1 		$2.17M Buy
30,512
+4,311
+16% +$329K 0.07% 275
2024
Q4 		$1.84M Buy
+26,201
New +$1.77M 0.06% 282

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 $3.37T AUM 44.26% 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

Cary Street Partners's C Position: Q2 2026 in Review

Cary Street Partners increased its Citigroup (C) stake by 23% in Q2 2026, buying an estimated $973K and bringing the position to 40,354 shares worth $5.65M. The position accounts for 0.12% of the portfolio, ranked #181.

Cary Street Partners first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Cary Street Partners held 40,354 shares of Citigroup worth $5.65M as of Q2 2026.
  • Cary Street Partners bought 7,475 Citigroup shares in Q2 2026, an estimated $973K.
  • Citigroup made up 0.12% of Cary Street Partners's portfolio in Q2 2026, its #181 holding.
  • Cary Street Partners first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.