CCM
C icon

CFO Capital Management’s Citigroup C Stock Holding History

CFO Capital 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 		$590K Buy
5,495
+83
+2% +$9.45K 0.49% 62
2025
Q4 		$632K Buy
+5,412
New +$562K 0.47% 62

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CFO Capital Management's C Position: Q1 2026 in Review

CFO Capital Management increased its Citigroup (C) stake by 1.5% in Q1 2026, buying an estimated $9.45K and bringing the position to 5,495 shares worth $590K. The position accounts for 0.49% of the portfolio, ranked #62.

CFO Capital Management first reported a position in C in Q4 2025 and has held it in 2 quarters since. The position peaked at $632K in Q4 2025. 2,462 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • CFO Capital Management held 5,495 shares of Citigroup worth $590K as of Q1 2026.
  • CFO Capital Management bought 83 Citigroup shares in Q1 2026, an estimated $9.45K.
  • Citigroup made up 0.49% of CFO Capital Management's portfolio in Q1 2026, its #62 holding.
  • CFO Capital Management first reported a position in Citigroup in Q4 2025 and has held it in 2 quarters since.
  • CFO Capital Management's Citigroup position peaked at $632K in Q4 2025.
  • 2,462 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.