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Family Management’s Citigroup C Stock Holding History

Family 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 		$7.61M Buy
54,407
+16,761
+45% +$2.18M 0.78% 26
2026
Q1 		$4.27M Sell
37,646
-58,488
-61% -$6.66M 0.51% 45
2025
Q4 		$11.2M Buy
96,134
+3,753
+4% +$390K 1.42% 17
2025
Q3 		$9.38M Buy
92,381
+2,243
+2% +$213K 1.29% 20
2025
Q2 		$7.67M Buy
90,138
+2,151
+2% +$155K 1.15% 20
2025
Q1 		$6.25M Buy
87,987
+3,329
+4% +$254K 1.02% 22
2024
Q4 		$5.8M Buy
84,658
+3,860
+5% +$260K 0.93% 24
2024
Q3 		$5.06M Buy
+80,798
New +$5M 0.84% 26
2022
Q1 		– Sell
-6,720
Closed -$406K – 173
2021
Q4 		$406K Buy
+6,720
New +$447K 0.11% 118
2020
Q4 		– Sell
-49,198
Closed -$2.12M – 172
2020
Q3 		$2.12M Sell
49,198
-628
-1% -$31.3K 0.93% 35
2020
Q2 		$2.55M Sell
49,826
-55
-0.1% -$2.61K 1.04% 29
2020
Q1 		$2.1M Sell
49,881
-4,482
-8% -$301K 1.05% 31
2019
Q4 		$4.34M Buy
54,363
+3,824
+8% +$283K 1.5% 18
2019
Q3 		$3.49M Sell
50,539
-983
-2% -$66.9K 1.3% 23
2019
Q2 		$3.61M Buy
51,522
+1,273
+3% +$85.2K 1.42% 18
2019
Q1 		$3.13M Buy
50,249
+10,821
+27% +$672K 1.35% 22
2018
Q4 		$2.05M Sell
39,428
-17,611
-31% -$1.12M 0.86% 35
2018
Q3 		$4.09M Sell
57,039
-2,911
-5% -$206K 2.39% 17
2018
Q2 		$4.01M Buy
59,950
+6,203
+12% +$427K 2.49% 17
2018
Q1 		$3.63M Sell
53,747
-4,523
-8% -$340K 2.73% 17
2017
Q4 		$4.34M Sell
58,270
-1,052
-2% -$77.8K 3.03% 15
2017
Q3 		$4.32M Sell
59,322
-1,970
-3% -$134K 2.96% 14
2017
Q2 		$4.1M Buy
61,292
+48,255
+370% +$2.96M 2.82% 18
2017
Q1 		$780K Sell
13,037
-1,107
-8% -$65.5K 0.54% 32
2016
Q4 		$841K Buy
+14,144
New +$763K 0.58% 36

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Family Management's C Position: Q2 2026 in Review

Family Management increased its Citigroup (C) stake by 45% in Q2 2026, buying an estimated $2.18M and bringing the position to 54,407 shares worth $7.61M. The position accounts for 0.78% of the portfolio, ranked #26.

Family Management first reported a position in C in Q4 2016 and has held it in 25 quarters since. The position peaked at $11.2M in Q4 2025. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Family Management held 54,407 shares of Citigroup worth $7.61M as of Q2 2026.
  • Family Management bought 16,761 Citigroup shares in Q2 2026, an estimated $2.18M.
  • Citigroup made up 0.78% of Family Management's portfolio in Q2 2026, its #26 holding.
  • Family Management first reported a position in Citigroup in Q4 2016 and has held it in 25 quarters since.
  • Family Management's Citigroup position peaked at $11.2M in Q4 2025.
  • 2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.