CA
C icon

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
Q2 		$47.4M Sell
338,868
-3,149
-0.9% -$410K 1.01% 18
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSM Advisors's C Position: Q2 2026 in Review

CSM Advisors reduced its Citigroup (C) stake by 0.92% in Q2 2026, selling an estimated $410K and leaving 338,868 shares worth $47.4M. The position accounts for 1.01% of the portfolio, ranked #18.

CSM Advisors first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,633 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • CSM Advisors held 338,868 shares of Citigroup worth $47.4M as of Q2 2026.
  • CSM Advisors sold 3,149 Citigroup shares in Q2 2026, an estimated $410K.
  • Citigroup made up 1.01% of CSM Advisors's portfolio in Q2 2026, its #18 holding.
  • CSM Advisors first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • 2,633 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.