DCM
C icon

Donaldson Capital Management’s Citigroup C Stock Holding History

Donaldson Capital 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
Q1 		$66.7M Buy
587,965
+7,865
+1% +$896K 2.16% 15
2025
Q4 		$67.7M Sell
580,100
-1,126
-0.2% -$117K 2.15% 16
2025
Q3 		$59M Buy
+581,226
New +$55.2M 1.87% 19
2025
Q2 		– Sell
-2,874
Closed -$204K – 213
2025
Q1 		$204K Buy
+2,874
New +$219K 0.01% 218

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Donaldson Capital Management's C Position: Q1 2026 in Review

Donaldson Capital Management increased its Citigroup (C) stake by 1.4% in Q1 2026, buying an estimated $896K and bringing the position to 587,965 shares worth $66.7M. The position accounts for 2.16% of the portfolio, ranked #15.

Donaldson Capital Management first reported a position in C in Q1 2025 and has held it in 4 quarters since. The position peaked at $67.7M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Donaldson Capital Management held 587,965 shares of Citigroup worth $66.7M as of Q1 2026.
  • Donaldson Capital Management bought 7,865 Citigroup shares in Q1 2026, an estimated $896K.
  • Citigroup made up 2.16% of Donaldson Capital Management's portfolio in Q1 2026, its #15 holding.
  • Donaldson Capital Management first reported a position in Citigroup in Q1 2025 and has held it in 4 quarters since.
  • Donaldson Capital Management's Citigroup position peaked at $67.7M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.