Freestone Grove Partners’s Citigroup C Stock Holding History

Freestone Grove Partners’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	$55.1M	Sell	393,359 -787,077	-67%	-$102M	0.35%	69
2026 Q1	$134M	Buy	+1,180,436	New	+$134M	0.95%	5
2025 Q4	–	Sell	-4,500	Closed	-$457K	–	747
2025 Q3	$457K	Sell	4,500 -655,626	-99%	-$62.2M	﹤0.01%	549
2025 Q2	$56.2M	Buy	+660,126	New	+$47.7M	0.42%	75
2025 Q1	–	Sell	-1,016,120	Closed	-$71.5M	–	604
2024 Q4	$71.5M	Buy	+1,016,120	New	+$68.5M	0.88%	14

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

Freestone Grove Partners's C Position: Q2 2026 in Review

Freestone Grove Partners reduced its Citigroup (C) stake by 67% in Q2 2026, selling an estimated $102M and leaving 393,359 shares worth $55.1M. The position accounts for 0.35% of the portfolio, ranked #69.

Freestone Grove Partners first reported a position in C in Q4 2024 and has held it in 5 quarters since. The position peaked at $134M in Q1 2026. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Freestone Grove Partners held 393,359 shares of Citigroup worth $55.1M as of Q2 2026.
Freestone Grove Partners sold 787,077 Citigroup shares in Q2 2026, an estimated $102M.
Citigroup made up 0.35% of Freestone Grove Partners's portfolio in Q2 2026, its #69 holding.
Freestone Grove Partners first reported a position in Citigroup in Q4 2024 and has held it in 5 quarters since.
Freestone Grove Partners's Citigroup position peaked at $134M in Q1 2026.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.