Curi RMB Capital’s Citigroup C Stock Holding History

Curi RMB Capital’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
2019 Q3	–	Sell	-259,000	Closed	-$18.1M	–	714
2019 Q2	$18.1M	Sell	259,000 -117,500	-31%	-$7.86M	0.46%	50
2019 Q1	$23.4M	Hold	376,500	–	–	0.59%	34
2018 Q4	$19.6M	Sell	376,500 -91,500	-20%	-$5.79M	0.5%	47
2018 Q3	$33.6M	Hold	468,000	–	–	0.81%	11
2018 Q2	$31.3M	Buy	468,000 +103,000	+28%	+$7.09M	0.75%	13
2018 Q1	$24.6M	Buy	365,000 +226,000	+163%	+$17M	0.63%	23
2017 Q4	$10.3M	Buy	+139,000	New	+$10.3M	0.27%	101
2017 Q2	–	Sell	-96,000	Closed	-$5.74M	–	727
2017 Q1	$5.74M	Buy	+96,000	New	+$5.68M	0.24%	118

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curi RMB Capital's C Position: Q2 2026 in Review

Curi RMB Capital reduced its Citigroup (C) stake by 1.8% in Q2 2026, selling an estimated $28.8K and leaving 12,068 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #372.

Curi RMB Capital first reported a position in C in Q2 2013 and has held it in 38 quarters since. The position peaked at $5.31M in Q3 2018. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Curi RMB Capital held 12,068 shares of Citigroup worth $1.69M as of Q2 2026.
Curi RMB Capital sold 221 Citigroup shares in Q2 2026, an estimated $28.8K.
Citigroup made up 0.03% of Curi RMB Capital's portfolio in Q2 2026, its #372 holding.
Curi RMB Capital first reported a position in Citigroup in Q2 2013 and has held it in 38 quarters since.
Curi RMB Capital's Citigroup position peaked at $5.31M in Q3 2018.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.