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Delta Investment Management’s Citigroup C Stock Holding History

Delta Investment Management’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 		$288K Buy
2,056
+153
+8% +$19.9K 0.05% 225
2026
Q1 		$216K Buy
+1,903
New +$217K 0.04% 249
2020
Q1 		– Sell
-2,888
Closed -$230K – 118
2019
Q4 		$230K Buy
+2,888
New +$213K 0.08% 121

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

Delta Investment Management's C Position: Q2 2026 in Review

Delta Investment Management increased its Citigroup (C) stake by 8% in Q2 2026, buying an estimated $19.9K and bringing the position to 2,056 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #225.

Delta Investment Management first reported a position in C in Q4 2019 and has held it in 3 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Delta Investment Management held 2,056 shares of Citigroup worth $288K as of Q2 2026.
  • Delta Investment Management bought 153 Citigroup shares in Q2 2026, an estimated $19.9K.
  • Citigroup made up 0.05% of Delta Investment Management's portfolio in Q2 2026, its #225 holding.
  • Delta Investment Management first reported a position in Citigroup in Q4 2019 and has held it in 3 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.