CFG
C icon

Chapman Financial Group’s Citigroup C Stock Holding History

Chapman Financial Group’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 		$1.91M Sell
16,808
-417
-2% -$47.5K 1.36% 17
2025
Q4 		$2.01M Sell
17,225
-30
-0.2% -$3.12K 1.37% 14
2025
Q3 		$1.75M Sell
17,255
-65
-0.4% -$6.17K 1.21% 18
2025
Q2 		$1.47M Buy
+17,320
New +$1.25M 1.25% 18
2024
Q4 		$1.35M Buy
+19,188
New +$1.29M 1.08% 29

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chapman Financial Group's C Position: Q1 2026 in Review

Chapman Financial Group reduced its Citigroup (C) stake by 2.4% in Q1 2026, selling an estimated $47.5K and leaving 16,808 shares worth $1.91M. The position accounts for 1.36% of the portfolio, ranked #17.

Chapman Financial Group first reported a position in C in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.01M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Chapman Financial Group held 16,808 shares of Citigroup worth $1.91M as of Q1 2026.
  • Chapman Financial Group sold 417 Citigroup shares in Q1 2026, an estimated $47.5K.
  • Citigroup made up 1.36% of Chapman Financial Group's portfolio in Q1 2026, its #17 holding.
  • Chapman Financial Group first reported a position in Citigroup in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Citigroup position peaked at $2.01M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.