DCA
C icon

DSG Capital Advisors’s Citigroup C Stock Holding History

DSG Capital Advisors’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 		$11.2M Buy
98,728
+3,280
+3% +$374K 1.79% 19
2025
Q4 		$11.2M Buy
95,448
+4,266
+5% +$443K 1.71% 20
2025
Q3 		$9.25M Buy
91,182
+25,542
+39% +$2.42M 1.47% 23
2025
Q2 		$5.59M Sell
65,640
-85,164
-56% -$6.16M 0.99% 31
2025
Q1 		$10.7M Sell
150,804
-1,951
-1% -$149K 2.16% 15
2024
Q4 		$10.8M Buy
+152,755
New +$10.3M 1.95% 15

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

DSG Capital Advisors's C Position: Q1 2026 in Review

DSG Capital Advisors increased its Citigroup (C) stake by 3.4% in Q1 2026, buying an estimated $374K and bringing the position to 98,728 shares worth $11.2M. The position accounts for 1.79% of the portfolio, ranked #19.

DSG Capital Advisors first reported a position in C in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.2M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • DSG Capital Advisors held 98,728 shares of Citigroup worth $11.2M as of Q1 2026.
  • DSG Capital Advisors bought 3,280 Citigroup shares in Q1 2026, an estimated $374K.
  • Citigroup made up 1.79% of DSG Capital Advisors's portfolio in Q1 2026, its #19 holding.
  • DSG Capital Advisors first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
  • DSG Capital Advisors's Citigroup position peaked at $11.2M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on DSG Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.