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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curi RMB Capital's C Position: Q1 2026 in Review

Curi RMB Capital reduced its Citigroup (C) stake by 1.4% in Q1 2026, selling an estimated $19.7K and leaving 12,289 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #392.

Curi RMB Capital first reported a position in C in Q2 2013 and has held it in 37 quarters since. The position peaked at $5.31M in Q3 2018. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Curi RMB Capital held 12,289 shares of Citigroup worth $1.39M as of Q1 2026.
Curi RMB Capital sold 173 Citigroup shares in Q1 2026, an estimated $19.7K.
Citigroup made up 0.02% of Curi RMB Capital's portfolio in Q1 2026, its #392 holding.
Curi RMB Capital first reported a position in Citigroup in Q2 2013 and has held it in 37 quarters since.
Curi RMB Capital's Citigroup position peaked at $5.31M in Q3 2018.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.