GKV Capital Management’s Citigroup C Stock Holding History

GKV 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	$3.56M	Buy	25,458 +3,221	+14%	+$419K	1.15%	28
2026 Q1	$2.52M	Buy	22,237 +2,957	+15%	+$337K	0.95%	31
2025 Q4	$2.25M	Buy	19,280 +3,410	+21%	+$354K	0.84%	35
2025 Q3	$1.61M	Buy	15,870 +100	+0.6%	+$9.49K	0.64%	43
2025 Q2	$1.34M	Sell	15,770 -3,300	-17%	-$239K	0.59%	44
2025 Q1	$1.35M	Buy	19,070 +18,070	+1,807%	+$1.38M	0.67%	39
2024 Q4	$70.4K	Buy	+1,000	New	+$67.4K	0.03%	116

Other funds holding C

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

GKV Capital Management increased its Citigroup (C) stake by 14% in Q2 2026, buying an estimated $419K and bringing the position to 25,458 shares worth $3.56M. The position accounts for 1.15% of the portfolio, ranked #28.

GKV Capital Management first reported a position in C in Q4 2024 and has held it in 7 quarters since. 1,250 funds tracked by Wall St. Rank hold C as of Q2 2026.

GKV Capital Management held 25,458 shares of Citigroup worth $3.56M as of Q2 2026.
GKV Capital Management bought 3,221 Citigroup shares in Q2 2026, an estimated $419K.
Citigroup made up 1.15% of GKV Capital Management's portfolio in Q2 2026, its #28 holding.
GKV Capital Management first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
1,250 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on GKV Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.