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CVA Family Office’s Citigroup C Stock Holding History

CVA 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 		$1.13M Buy
8,102
+36
+0.4% +$4.69K 0.1% 111
2026
Q1 		$915K Buy
8,066
+692
+9% +$78.8K 0.1% 118
2025
Q4 		$860K Sell
7,374
-37
-0.5% -$3.84K 0.1% 116
2025
Q3 		$752K Buy
7,411
+79
+1% +$7.5K 0.1% 124
2025
Q2 		$624K Buy
7,332
+7
+0.1% +$506 0.09% 139
2025
Q1 		$520K Sell
7,325
-67
-0.9% -$5.11K 0.08% 159
2024
Q4 		$520K Buy
7,392
+368
+5% +$24.8K 0.08% 155
2024
Q3 		$440K Buy
7,024
+57
+0.8% +$3.52K 0.07% 164
2024
Q2 		$442K Buy
6,967
+17
+0.2% +$1.05K 0.08% 150
2024
Q1 		$440K Sell
6,950
-325
-4% -$18.1K 0.08% 158
2023
Q4 		$374K Buy
7,275
+1,830
+34% +$81K 0.07% 163
2023
Q3 		$224K Sell
5,445
-3,261
-37% -$143K 0.05% 203
2023
Q2 		$401K Buy
8,706
+928
+12% +$43.5K 0.08% 138
2023
Q1 		$365K Buy
7,778
+1,339
+21% +$65.7K 0.08% 145
2022
Q4 		$291K Sell
6,439
-1,580
-20% -$71.8K 0.07% 159
2022
Q3 		$334K Buy
8,019
+5,515
+220% +$272K 0.09% 130
2022
Q2 		$115K Buy
2,504
+670
+37% +$33.5K 0.03% 225
2022
Q1 		$98K Buy
1,834
+1,380
+304% +$85.2K 0.02% 263
2021
Q4 		$27K Sell
454
-453
-50% -$30.1K 0.01% 473
2021
Q3 		$39K Sell
907
-2,019
-69% -$141K 0.03% 208
2021
Q2 		$207K Buy
2,926
+1,050
+56% +$77.7K 0.06% 157
2021
Q1 		$136K Buy
1,876
+1,504
+404% +$100K 0.05% 148
2020
Q4 		$23K Sell
372
-535
-59% -$27.2K 0.01% 259
2020
Q3 		$39K Hold
907
– – 0.03% 208
2020
Q2 		$46K Buy
907
+17
+2% +$807 0.04% 168
2020
Q1 		$37K Buy
+890
New +$59.7K 0.04% 163

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

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

CVA Family Office increased its Citigroup (C) stake by 0.45% in Q2 2026, buying an estimated $4.69K and bringing the position to 8,102 shares worth $1.13M. The position accounts for 0.1% of the portfolio, ranked #111.

CVA Family Office first reported a position in C in Q1 2020 and has held it in 26 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • CVA Family Office held 8,102 shares of Citigroup worth $1.13M as of Q2 2026.
  • CVA Family Office bought 36 Citigroup shares in Q2 2026, an estimated $4.69K.
  • Citigroup made up 0.1% of CVA Family Office's portfolio in Q2 2026, its #111 holding.
  • CVA Family Office first reported a position in Citigroup in Q1 2020 and has held it in 26 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.