Gilbert & Cook’s Citigroup C Stock Holding History

Gilbert & Cook’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	$811K	Buy	5,797 +43	+0.7%	+$5.6K	0.09%	111
2026 Q1	$653K	Buy	5,754 +35	+0.6%	+$3.99K	0.08%	122
2025 Q4	$667K	Buy	5,719 +156	+3%	+$16.2K	0.08%	118
2025 Q3	$565K	Buy	5,563 +122	+2%	+$11.6K	0.07%	133
2025 Q2	$463K	Buy	5,441 +79	+1%	+$5.71K	0.06%	146
2025 Q1	$381K	Buy	5,362 +99	+2%	+$7.55K	0.06%	154
2024 Q4	$370K	Buy	5,263 +90	+2%	+$6.07K	0.05%	158
2024 Q3	$324K	Sell	5,173 -21	-0.4%	-$1.3K	0.04%	173
2024 Q2	$330K	Sell	5,194 -473	-8%	-$29.2K	0.05%	164
2024 Q1	$358K	Buy	5,667 +20	+0.4%	+$1.11K	0.05%	171
2023 Q4	$290K	Buy	5,647 +154	+3%	+$6.82K	0.04%	190
2023 Q3	$226K	Buy	5,493 +526	+11%	+$23.1K	0.04%	200
2023 Q2	$229K	Buy	4,967 +534	+12%	+$25K	0.04%	203
2023 Q1	$208K	Buy	+4,433	New	+$218K	0.04%	206
2022 Q4	–	Sell	-4,397	Closed	-$200K	–	203
2022 Q3	$200K	Buy	+4,397	New	+$217K	0.04%	201
2022 Q2	–	Sell	-4,294	Closed	-$229K	–	200
2022 Q1	$229K	Buy	4,294 +225	+6%	+$13.9K	0.04%	196
2021 Q4	$246K	Buy	4,069 +364	+10%	+$24.2K	0.04%	195
2021 Q3	$260K	Buy	3,705 +172	+5%	+$12K	0.05%	181
2021 Q2	$250K	Buy	3,533 +106	+3%	+$7.84K	0.05%	186
2021 Q1	$249K	Sell	3,427 -945	-22%	-$63.1K	0.05%	176
2020 Q4	$270K	Buy	+4,372	New	+$222K	0.06%	145

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

Gilbert & Cook's C Position: Q2 2026 in Review

Gilbert & Cook increased its Citigroup (C) stake by 0.75% in Q2 2026, buying an estimated $5.6K and bringing the position to 5,797 shares worth $811K. The position accounts for 0.09% of the portfolio, ranked #111.

Gilbert & Cook first reported a position in C in Q4 2020 and has held it in 21 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Gilbert & Cook held 5,797 shares of Citigroup worth $811K as of Q2 2026.
Gilbert & Cook bought 43 Citigroup shares in Q2 2026, an estimated $5.6K.
Citigroup made up 0.09% of Gilbert & Cook's portfolio in Q2 2026, its #111 holding.
Gilbert & Cook first reported a position in Citigroup in Q4 2020 and has held it in 21 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.