Essex Financial Services’s Citigroup C Stock Holding History

Essex Financial Services’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	$2.01M	Buy	17,717 +181	+1%	+$20.6K	0.11%	172
2025 Q4	$2.05M	Buy	17,536 +291	+2%	+$30.2K	0.12%	168
2025 Q3	$1.75M	Buy	17,245 +87	+0.5%	+$8.26K	0.1%	180
2025 Q2	$1.46M	Buy	17,158 +240	+1%	+$17.3K	0.1%	193
2025 Q1	$1.2M	Sell	16,918 -965	-5%	-$73.6K	0.09%	204
2024 Q4	$1.26M	Buy	17,883 +331	+2%	+$22.3K	0.09%	193
2024 Q3	$1.12M	Sell	17,552 -1,015	-5%	-$62.8K	0.08%	216
2024 Q2	$1.08M	Buy	18,567 +2,746	+17%	+$169K	0.08%	220
2024 Q1	$1M	Buy	15,821 +50	+0.3%	+$2.78K	0.09%	210
2023 Q4	$811K	Buy	15,771 +254	+2%	+$11.2K	0.08%	228
2023 Q3	$638K	Sell	15,517 -1,055	-6%	-$46.3K	0.07%	240
2023 Q2	$763K	Sell	16,572 -111	-0.7%	-$5.2K	0.09%	215
2023 Q1	$782K	Sell	16,683 -1,788	-10%	-$87.7K	0.08%	220
2022 Q4	$835K	Sell	18,471 -2,375	-11%	-$108K	0.09%	206
2022 Q3	$869K	Sell	20,846 -541	-3%	-$26.7K	0.1%	181
2022 Q2	$984K	Buy	21,387 +555	+3%	+$27.8K	0.11%	179
2022 Q1	$1.11M	Sell	20,832 -3,483	-14%	-$215K	0.11%	191
2021 Q4	$1.47M	Sell	24,315 -376	-2%	-$25K	0.15%	152
2021 Q3	$1.73M	Buy	24,691 +9,378	+61%	+$656K	0.2%	122
2021 Q2	$1.11M	Hold	15,313	–	–	0.16%	136
2021 Q1	$1.11M	Buy	15,313 +788	+5%	+$52.6K	0.2%	114
2020 Q4	$896K	Sell	14,525 -2,525	-15%	-$128K	0.18%	127
2020 Q3	$735K	Buy	17,050 +140	+0.8%	+$6.97K	0.18%	119
2020 Q2	$864K	Sell	16,910 -2,693	-14%	-$128K	0.27%	93
2020 Q1	$826K	Sell	19,603 -2,627	-12%	-$176K	0.29%	90
2019 Q4	$1.78M	Buy	22,230 +438	+2%	+$32.4K	0.49%	59
2019 Q3	$1.5M	Sell	21,792 -936	-4%	-$63.7K	0.49%	61
2019 Q2	$1.59M	Buy	22,728 +153	+0.7%	+$10.2K	0.47%	60
2019 Q1	$1.41M	Sell	22,575 -1,636	-7%	-$102K	0.42%	64
2018 Q4	$1.26M	Sell	24,211 -4,501	-16%	-$285K	0.39%	69
2018 Q3	$2.06M	Buy	28,712 +568	+2%	+$40.2K	0.45%	60
2018 Q2	$1.88M	Sell	28,144 -691	-2%	-$47.6K	0.45%	60
2018 Q1	$1.95M	Sell	28,835 -837	-3%	-$62.9K	0.38%	71
2017 Q4	$2.21M	Buy	29,672 +532	+2%	+$39.3K	0.52%	52
2017 Q3	$2.12M	Buy	29,140 +1,488	+5%	+$102K	0.52%	52
2017 Q2	$1.85M	Buy	27,652 +2,563	+10%	+$157K	0.39%	65
2017 Q1	$1.5M	Sell	25,089 -2,588	-9%	-$153K	0.34%	72
2016 Q4	$1.65M	Sell	27,677 -538	-2%	-$29K	0.35%	70
2016 Q3	$1.33M	Buy	28,215 +1,424	+5%	+$64.8K	0.32%	85
2016 Q2	$1.14M	Sell	26,791 -5,168	-16%	-$229K	0.27%	91
2016 Q1	$1.33M	Sell	31,959 -3,801	-11%	-$159K	0.33%	79
2015 Q4	$1.85M	Buy	35,760 +5,511	+18%	+$292K	0.44%	61
2015 Q3	$1.5M	Sell	30,249 -22	-0.1%	-$1.2K	0.39%	66
2015 Q2	$1.67M	Sell	30,271 -1,800	-6%	-$97.9K	0.43%	62
2015 Q1	$1.65M	Sell	32,071 -4,596	-13%	-$234K	0.42%	59
2014 Q4	$1.98M	Buy	36,667 +8,206	+29%	+$436K	0.52%	50
2014 Q3	$1.48M	Buy	28,461 +1,393	+5%	+$70K	0.44%	57
2014 Q2	$1.27M	Buy	27,068 +4,022	+17%	+$191K	0.38%	65
2014 Q1	$1.1M	Buy	23,046 +1,847	+9%	+$92K	0.36%	69
2013 Q4	$1.1M	Buy	21,199 +773	+4%	+$39.1K	0.37%	67
2013 Q3	$991	Buy	20,426 +262	+1%	+$13.2K	0.31%	67
2013 Q2	$967K	Buy	+20,164	New	+$969K	0.34%	71

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

Essex Financial Services's C Position: Q1 2026 in Review

Essex Financial Services increased its Citigroup (C) stake by 1% in Q1 2026, buying an estimated $20.6K and bringing the position to 17,717 shares worth $2.01M. The position accounts for 0.11% of the portfolio, ranked #172.

Essex Financial Services first reported a position in C in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.21M in Q4 2017. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Essex Financial Services held 17,717 shares of Citigroup worth $2.01M as of Q1 2026.
Essex Financial Services bought 181 Citigroup shares in Q1 2026, an estimated $20.6K.
Citigroup made up 0.11% of Essex Financial Services's portfolio in Q1 2026, its #172 holding.
Essex Financial Services first reported a position in Citigroup in Q2 2013 and has held it in 52 quarters since.
Essex Financial Services's Citigroup position peaked at $2.21M in Q4 2017.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.