DBRC
C icon

D.B. Root & Company’s Citigroup C Stock Holding History

D.B. Root & Company’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 		$342K Buy
2,447
+51
+2% +$6.64K 0.07% 153
2026
Q1 		$272K Sell
2,396
-795
-25% -$90.5K 0.06% 163
2025
Q4 		$372K Buy
3,191
+87
+3% +$9.04K 0.09% 133
2025
Q3 		$315K Buy
3,104
+63
+2% +$5.98K 0.08% 147
2025
Q2 		$259K Buy
3,041
+186
+7% +$13.4K 0.08% 159
2025
Q1 		$203K Buy
+2,855
New +$218K 0.07% 178

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

D.B. Root & Company's C Position: Q2 2026 in Review

D.B. Root & Company increased its Citigroup (C) stake by 2.1% in Q2 2026, buying an estimated $6.64K and bringing the position to 2,447 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #153.

D.B. Root & Company first reported a position in C in Q1 2025 and has held it in 6 quarters since. The position peaked at $372K in Q4 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • D.B. Root & Company held 2,447 shares of Citigroup worth $342K as of Q2 2026.
  • D.B. Root & Company bought 51 Citigroup shares in Q2 2026, an estimated $6.64K.
  • Citigroup made up 0.07% of D.B. Root & Company's portfolio in Q2 2026, its #153 holding.
  • D.B. Root & Company first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • D.B. Root & Company's Citigroup position peaked at $372K in Q4 2025.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.