Essex Savings Bank’s Citigroup C Stock Holding History

Essex Savings Bank’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	$686K	Buy	4,904 +13	+0.3%	+$1.69K	0.15%	140
2026 Q1	$555K	Buy	4,891 +141	+3%	+$16.1K	0.12%	154
2025 Q4	$554K	Buy	4,750 +11	+0.2%	+$1.14K	0.12%	155
2025 Q3	$481K	Buy	4,739 +96	+2%	+$9.11K	0.11%	158
2025 Q2	$395K	Sell	4,643 -1,885	-29%	-$136K	0.09%	177
2025 Q1	$463K	Buy	6,528 +1,756	+37%	+$134K	0.11%	161
2024 Q4	$336K	Buy	4,772 +41	+0.9%	+$2.76K	0.08%	196
2024 Q3	$296K	Buy	4,731 +48	+1%	+$2.97K	0.07%	215
2024 Q2	$297K	Sell	4,683 -46	-1%	-$2.84K	0.08%	195
2024 Q1	$243K	Hold	4,729	–	–	0.07%	226
2023 Q4	$243K	Buy	+4,729	New	+$209K	0.07%	225
2023 Q3	–	Sell	-4,871	Closed	-$224K	–	234
2023 Q2	$224K	Buy	4,871 +224	+5%	+$10.5K	0.07%	210
2023 Q1	$218K	Buy	+4,647	New	+$228K	0.08%	212
2022 Q2	–	Sell	-5,550	Closed	-$297K	–	216
2022 Q1	$297K	Buy	5,550 +486	+10%	+$30K	0.1%	175
2021 Q4	$306K	Buy	5,064 +400	+9%	+$26.6K	0.1%	166
2021 Q3	$335K	Buy	4,664 +591	+15%	+$41.3K	0.12%	159
2021 Q2	$321K	Buy	+4,073	New	+$301K	0.12%	158
2020 Q1	–	Sell	-2,824	Closed	-$226K	–	148
2019 Q4	$226K	Buy	+2,824	New	+$209K	0.12%	163
2019 Q3	–	Sell	-1,324	Closed	-$93K	–	245
2019 Q2	$93K	Buy	1,324 +485	+58%	+$32.5K	0.03%	353
2019 Q1	$52K	Buy	839 +425	+103%	+$26.4K	0.03%	285
2018 Q4	$22K	Buy	+414	New	+$26.2K	0.01%	391

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

Essex Savings Bank's C Position: Q2 2026 in Review

Essex Savings Bank increased its Citigroup (C) stake by 0.27% in Q2 2026, buying an estimated $1.69K and bringing the position to 4,904 shares worth $686K. The position accounts for 0.15% of the portfolio, ranked #140.

Essex Savings Bank first reported a position in C in Q4 2018 and has held it in 21 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Essex Savings Bank held 4,904 shares of Citigroup worth $686K as of Q2 2026.
Essex Savings Bank bought 13 Citigroup shares in Q2 2026, an estimated $1.69K.
Citigroup made up 0.15% of Essex Savings Bank's portfolio in Q2 2026, its #140 holding.
Essex Savings Bank first reported a position in Citigroup in Q4 2018 and has held it in 21 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.