Eagle Global Advisors’s Citigroup C Stock Holding History

Eagle Global 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	$1.32M	Sell	11,650 -5,100	-30%	-$581K	0.05%	153
2025 Q4	$1.95M	Buy	16,750 +100	+0.6%	+$10.4K	0.07%	137
2025 Q3	$1.69M	Hold	16,650	–	–	0.06%	142
2025 Q2	$1.42M	Sell	16,650 -500	-3%	-$36.1K	0.06%	145
2025 Q1	$1.22M	Buy	17,150 +14,050	+453%	+$1.07M	0.05%	156
2024 Q4	$218K	Buy	+3,100	New	+$209K	0.01%	246
2024 Q2	–	Sell	-3,400	Closed	-$215K	–	235
2024 Q1	$215K	Buy	+3,400	New	+$189K	0.01%	223
2022 Q4	–	Sell	-5,850	Closed	-$244K	–	218
2022 Q3	$244K	Sell	5,850 -1,500	-20%	-$74.1K	0.02%	201
2022 Q2	$338K	Hold	7,350	–	–	0.02%	182
2022 Q1	$392K	Sell	7,350 -369	-5%	-$22.8K	0.02%	187
2021 Q4	$466K	Hold	7,719	–	–	0.03%	180
2021 Q3	$542K	Buy	7,719 +24	+0.3%	+$1.68K	0.04%	166
2021 Q2	$544K	Buy	7,695 +345	+5%	+$25.5K	0.04%	173
2021 Q1	$535K	Hold	7,350	–	–	0.04%	183
2020 Q4	$453K	Buy	7,350 +450	+7%	+$22.9K	0.04%	165
2020 Q3	$297K	Sell	6,900 -575	-8%	-$28.6K	0.03%	173
2020 Q2	$382K	Hold	7,475	–	–	0.03%	153
2020 Q1	$315K	Hold	7,475	–	–	0.03%	156
2019 Q4	$597K	Buy	7,475 +500	+7%	+$36.9K	0.03%	156
2019 Q3	$482K	Hold	6,975	–	–	0.02%	161
2019 Q2	$488K	Buy	6,975 +1,500	+27%	+$100K	0.02%	170
2019 Q1	$341K	Hold	5,475	–	–	0.01%	182
2018 Q4	$285K	Buy	5,475 +2,000	+58%	+$127K	0.01%	189
2018 Q3	$249K	Hold	3,475	–	–	0.01%	208
2018 Q2	$233K	Hold	3,475	–	–	0.01%	221
2018 Q1	$235K	Hold	3,475	–	–	0.01%	220
2017 Q4	$259K	Hold	3,475	–	–	0.01%	221
2017 Q3	$253K	Hold	3,475	–	–	0.01%	221
2017 Q2	$232K	Sell	3,475 -2,063	-37%	-$127K	0.01%	340
2017 Q1	$331K	Buy	5,538 +2,063	+59%	+$122K	0.01%	269
2016 Q4	$207K	Buy	+3,475	New	+$187K	0.01%	327
2015 Q3	–	Sell	-3,675	Closed	-$203K	–	374
2015 Q2	$203K	Sell	3,675 -794	-18%	-$43.2K	0.01%	343
2015 Q1	$230K	Buy	+4,469	New	+$228K	0.01%	285
2014 Q3	–	Sell	-30,060	Closed	-$1.42M	–	340
2014 Q2	$1.42M	Sell	30,060 -35,315	-54%	-$1.68M	0.04%	155
2014 Q1	$3.11M	Sell	65,375 -425	-0.6%	-$21.2K	0.1%	140
2013 Q4	$3.43M	Sell	65,800 -3,490	-5%	-$177K	0.11%	137
2013 Q3	$3.36M	Sell	69,290 -515	-0.7%	-$26K	0.12%	133
2013 Q2	$3.35M	Buy	+69,805	New	+$3.36M	0.13%	126

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eagle Global Advisors's C Position: Q1 2026 in Review

Eagle Global Advisors reduced its Citigroup (C) stake by 30% in Q1 2026, selling an estimated $581K and leaving 11,650 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #153.

Eagle Global Advisors first reported a position in C in Q2 2013 and has held it in 38 quarters since. The position peaked at $3.43M in Q4 2013. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Eagle Global Advisors held 11,650 shares of Citigroup worth $1.32M as of Q1 2026.
Eagle Global Advisors sold 5,100 Citigroup shares in Q1 2026, an estimated $581K.
Citigroup made up 0.05% of Eagle Global Advisors's portfolio in Q1 2026, its #153 holding.
Eagle Global Advisors first reported a position in Citigroup in Q2 2013 and has held it in 38 quarters since.
Eagle Global Advisors's Citigroup position peaked at $3.43M in Q4 2013.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Eagle Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.