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Ethos Capital Management’s Citigroup C Stock Holding History

Ethos 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
Q2 		$2.65M Buy
18,966
+2,385
+14% +$310K 1.89% 13
2026
Q1 		$1.88M Buy
16,581
+2,520
+18% +$287K 1.61% 16
2025
Q4 		$1.64M Buy
+14,061
New +$1.46M 1.55% 20

Other funds holding C

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Ethos Capital Management's C Position: Q2 2026 in Review

Ethos Capital Management increased its Citigroup (C) stake by 14% in Q2 2026, buying an estimated $310K and bringing the position to 18,966 shares worth $2.65M. The position accounts for 1.89% of the portfolio, ranked #13.

Ethos Capital Management first reported a position in C in Q4 2025 and has held it in 3 quarters since. 1,440 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Ethos Capital Management held 18,966 shares of Citigroup worth $2.65M as of Q2 2026.
  • Ethos Capital Management bought 2,385 Citigroup shares in Q2 2026, an estimated $310K.
  • Citigroup made up 1.89% of Ethos Capital Management's portfolio in Q2 2026, its #13 holding.
  • Ethos Capital Management first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 1,440 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.