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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Connective Portfolio Management's C Position: Q2 2026 in Review

Connective Portfolio Management opened a new position in Citigroup (C) in Q2 2026: 26,000 shares worth $3.64M. The stake represents 6.06% of the portfolio and ranks #2 among its holdings. This is a return to the name: Connective Portfolio Management previously reported a position in C as recently as Q4 2025.

Connective Portfolio Management first reported a position in C in Q4 2023 and has held it in 8 quarters since. 494 funds tracked by Wall St. Rank hold C as of Q2 2026.

Connective Portfolio Management held 26,000 shares of Citigroup worth $3.64M as of Q2 2026.
Citigroup was a new Connective Portfolio Management position in Q2 2026.
Citigroup made up 6.06% of Connective Portfolio Management's portfolio in Q2 2026, its #2 holding.
Connective Portfolio Management first reported a position in Citigroup in Q4 2023 and has held it in 8 quarters since.
494 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Connective Portfolio Management's 13F filing for Q2 2026, filed 7 Jul 2026.