CFO
C icon

Custos Family Office’s Citigroup C Stock Holding History

Custos Family Office’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 		– Sell
-2,647
Closed -$300K – 69
2026
Q1 		$300K Buy
2,647
+106
+4% +$12.1K 0.21% 52
2025
Q4 		$297K Sell
2,541
-11
-0.4% -$1.14K 0.2% 51
2025
Q3 		$259K Buy
+2,552
New +$242K 0.15% 55

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

Custos Family Office's C Position: Q2 2026 in Review

Custos Family Office sold out of Citigroup (C) in Q2 2026, closing a stake of 2,647 shares — an estimated $300K sold.

Custos Family Office first reported a position in C in Q3 2025 and held it in 3 quarters. The position peaked at $300K in Q1 2026. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Custos Family Office reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
  • Custos Family Office sold 2,647 Citigroup shares in Q2 2026, an estimated $300K.
  • Custos Family Office first reported a position in Citigroup in Q3 2025 and held it in 3 quarters.
  • Custos Family Office's Citigroup position peaked at $300K in Q1 2026.
  • 2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Custos Family Office's 13F filing for Q2 2026, filed 19 Aug 2026.