First Business Financial Services’s Citigroup C Stock Holding History

First Business 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	$4.54M	Buy	40,051 +4,124	+11%	+$470K	0.4%	30
2025 Q4	$4.19M	Buy	35,927 +1,012	+3%	+$105K	0.39%	28
2025 Q3	$3.54M	Sell	34,915 -3,937	-10%	-$374K	0.33%	33
2025 Q2	$3.31M	Sell	38,852 -6,451	-14%	-$466K	0.3%	35
2025 Q1	$3.22M	Buy	45,303 +3,304	+8%	+$252K	0.32%	35
2024 Q4	$2.96M	Buy	41,999 +2,638	+7%	+$178K	0.29%	34
2024 Q3	$2.46M	Buy	39,361 +1,257	+3%	+$77.7K	0.25%	35
2024 Q2	$2.42M	Buy	38,104 +134	+0.4%	+$8.26K	0.26%	32
2024 Q1	$2.4M	Buy	37,970 +617	+2%	+$34.3K	0.26%	31
2023 Q4	$1.92M	Buy	37,353 +19,176	+105%	+$849K	0.22%	39
2023 Q3	$748K	Buy	18,177 +579	+3%	+$25.4K	0.1%	89
2023 Q2	$810K	Sell	17,598 -1,411	-7%	-$66.1K	0.1%	87
2023 Q1	$891K	Buy	19,009 +1,158	+6%	+$56.8K	0.11%	80
2022 Q4	$807K	Buy	17,851 +277	+2%	+$12.6K	0.11%	80
2022 Q3	$732K	Buy	17,574 +861	+5%	+$42.5K	0.1%	82
2022 Q2	$769K	Sell	16,713 -357	-2%	-$17.9K	0.1%	81
2022 Q1	$912K	Buy	17,070 +706	+4%	+$43.6K	0.1%	81
2021 Q4	$988K	Buy	16,364 +937	+6%	+$62.3K	0.1%	75
2021 Q3	$1.08M	Buy	15,427 +1,369	+10%	+$95.7K	0.12%	64
2021 Q2	$995K	Buy	+14,058	New	+$1.04M	0.12%	66
2020 Q1	–	Sell	-2,883	Closed	-$230K	–	119
2019 Q4	$230K	Buy	+2,883	New	+$213K	0.04%	120
2018 Q1	–	Sell	-3,025	Closed	-$225K	–	82
2017 Q4	$225K	Hold	3,025	–	–	0.04%	77
2017 Q3	$220K	Hold	3,025	–	–	0.04%	76
2017 Q2	$202K	Buy	+3,025	New	+$186K	0.04%	75

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

First Business Financial Services's C Position: Q1 2026 in Review

First Business Financial Services increased its Citigroup (C) stake by 11% in Q1 2026, buying an estimated $470K and bringing the position to 40,051 shares worth $4.54M. The position accounts for 0.4% of the portfolio, ranked #30.

First Business Financial Services first reported a position in C in Q2 2017 and has held it in 24 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

First Business Financial Services held 40,051 shares of Citigroup worth $4.54M as of Q1 2026.
First Business Financial Services bought 4,124 Citigroup shares in Q1 2026, an estimated $470K.
Citigroup made up 0.4% of First Business Financial Services's portfolio in Q1 2026, its #30 holding.
First Business Financial Services first reported a position in Citigroup in Q2 2017 and has held it in 24 quarters since.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.