Deseret Mutual Benefit Administrators’s Citigroup C Stock Holding History

Deseret Mutual Benefit Administrators’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	$1.16M	Sell	8,311 -2,064	-20%	-$269K	0.38%	54
2026 Q1	$1.18M	Buy	10,375 +4,313	+71%	+$491K	0.4%	53
2025 Q4	$707K	Sell	6,062 -687	-10%	-$71.3K	0.3%	53
2025 Q3	$685K	Sell	6,749 -1,317	-16%	-$125K	0.29%	54
2025 Q2	$687K	Hold	8,066	–	–	0.32%	53
2025 Q1	$573K	Sell	8,066 -781	-9%	-$59.6K	0.28%	56
2024 Q4	$623K	Sell	8,847 -1,112	-11%	-$74.9K	0.31%	51
2024 Q3	$623K	Sell	9,959 -394	-4%	-$24.4K	0.32%	49
2024 Q2	$657K	Sell	10,353 -509	-5%	-$31.4K	0.3%	49
2024 Q1	$687K	Sell	10,862 -92	-0.8%	-$5.12K	0.34%	52
2023 Q4	$563K	Sell	10,954 -2,629	-19%	-$116K	0.33%	52
2023 Q3	$559K	Sell	13,583 -1,508	-10%	-$66.2K	0.27%	58
2023 Q2	$695K	Sell	15,091 -259	-2%	-$12.1K	0.27%	54
2023 Q1	$720K	Buy	15,350 +499	+3%	+$24.5K	0.28%	50
2022 Q4	$672K	Sell	14,851 -10,557	-42%	-$480K	0.28%	51
2022 Q3	$1.06M	Sell	25,408 -3,743	-13%	-$185K	0.3%	48
2022 Q2	$1.34M	Buy	29,151 +3,827	+15%	+$191K	0.3%	51
2022 Q1	$1.35M	Sell	25,324 -3,110	-11%	-$192K	0.27%	60
2021 Q4	$1.72M	Buy	28,434 +549	+2%	+$36.5K	0.29%	55
2021 Q3	$1.96M	Sell	27,885 -8,424	-23%	-$589K	0.36%	48
2021 Q2	$2.57M	Buy	+36,309	New	+$2.69M	0.62%	15

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deseret Mutual Benefit Administrators's C Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its Citigroup (C) stake by 20% in Q2 2026, selling an estimated $269K and leaving 8,311 shares worth $1.16M. The position accounts for 0.38% of the portfolio, ranked #54.

Deseret Mutual Benefit Administrators first reported a position in C in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.57M in Q2 2021. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Deseret Mutual Benefit Administrators held 8,311 shares of Citigroup worth $1.16M as of Q2 2026.
Deseret Mutual Benefit Administrators sold 2,064 Citigroup shares in Q2 2026, an estimated $269K.
Citigroup made up 0.38% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #54 holding.
Deseret Mutual Benefit Administrators first reported a position in Citigroup in Q2 2021 and has held it in 21 quarters since.
Deseret Mutual Benefit Administrators's Citigroup position peaked at $2.57M in Q2 2021.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.