Connective Portfolio Management’s Citigroup C Stock Holding History

Connective Portfolio 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 Q3	$2.72M	Sell	21,000 -5,000	-19%	-$673K	4.07%	6
2026 Q2	$3.64M	Buy	+26,000	New	+$3.38M	6.06%	2
2026 Q1	–	Sell	-13,185	Closed	-$1.54M	–	28
2025 Q4	$1.54M	Sell	13,185 -10,000	-43%	-$1.04M	2.77%	14
2025 Q3	$2.33M	Buy	+23,185	New	+$2.2M	4.12%	7
2025 Q1	–	Sell	-17,000	Closed	-$1.2M	–	33
2024 Q4	$1.2M	Buy	17,000 +13,200	+347%	+$890K	1.78%	24
2024 Q3	$549K	Sell	3,800 -9,200	-71%	-$569K	0.97%	36
2024 Q2	$825K	Sell	13,000 -10,000	-43%	-$617K	1.34%	31
2024 Q1	$1.45M	Buy	23,000 +3,000	+15%	+$167K	2.56%	13
2023 Q4	$1.03M	Buy	+20,000	New	+$885K	2.1%	20

Other funds holding C

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Connective Portfolio Management's C Position: Q3 2026 in Review

Connective Portfolio Management reduced its Citigroup (C) stake by 19% in Q3 2026, selling an estimated $673K and leaving 21,000 shares worth $2.72M. The position accounts for 4.07% of the portfolio, ranked #6.

Connective Portfolio Management first reported a position in C in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.64M in Q2 2026. 1,743 funds tracked by Wall St. Rank hold C as of Q3 2026.

Connective Portfolio Management held 21,000 shares of Citigroup worth $2.72M as of Q3 2026.
Connective Portfolio Management sold 5,000 Citigroup shares in Q3 2026, an estimated $673K.
Citigroup made up 4.07% of Connective Portfolio Management's portfolio in Q3 2026, its #6 holding.
Connective Portfolio Management first reported a position in Citigroup in Q4 2023 and has held it in 9 quarters since.
Connective Portfolio Management's Citigroup position peaked at $3.64M in Q2 2026.
1,743 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Connective Portfolio Management's 13F filing for Q3 2026, filed 22 Oct 2026.