CA
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CSM Advisors’s Citigroup C Stock Holding History

CSM Advisors’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 		$38.8M Sell
342,017
-53,228
-13% -$6.06M 0.95% 23
2025
Q4 		$46.1M Buy
395,245
+31,538
+9% +$3.28M 1.25% 14
2025
Q3 		$36.9M Sell
363,707
-69,456
-16% -$6.59M 1.03% 17
2025
Q2 		$36.9M Buy
+433,163
New +$31.3M 1.08% 16

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

CSM Advisors's C Position: Q1 2026 in Review

CSM Advisors reduced its Citigroup (C) stake by 13% in Q1 2026, selling an estimated $6.06M and leaving 342,017 shares worth $38.8M. The position accounts for 0.95% of the portfolio, ranked #23.

CSM Advisors first reported a position in C in Q2 2025 and has held it in 4 quarters since. The position peaked at $46.1M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • CSM Advisors held 342,017 shares of Citigroup worth $38.8M as of Q1 2026.
  • CSM Advisors sold 53,228 Citigroup shares in Q1 2026, an estimated $6.06M.
  • Citigroup made up 0.95% of CSM Advisors's portfolio in Q1 2026, its #23 holding.
  • CSM Advisors first reported a position in Citigroup in Q2 2025 and has held it in 4 quarters since.
  • CSM Advisors's Citigroup position peaked at $46.1M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.