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Gleason Group’s Citigroup C Stock Holding History

Gleason Group’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 		$1.35M Buy
9,664
+180
+2% +$23.4K 0.12% 39
2026
Q1 		$1.08M Buy
9,484
+49
+0.5% +$5.58K 0.11% 44
2025
Q4 		$1.1M Buy
9,435
+56
+0.6% +$5.82K 0.11% 43
2025
Q3 		$952K Sell
9,379
-1,380
-13% -$131K 0.1% 45
2025
Q2 		$916K Buy
10,759
+81
+0.8% +$5.86K 0.1% 44
2025
Q1 		$758K Buy
10,678
+74
+0.7% +$5.64K 0.14% 43
2024
Q4 		$746K Buy
10,604
+86
+0.8% +$5.8K 0.13% 43
2024
Q3 		$658K Buy
10,518
+61
+0.6% +$3.77K 0.12% 44
2024
Q2 		$664K Buy
10,457
+8,087
+341% +$499K 0.13% 43
2024
Q1 		$150K Buy
2,370
+22
+0.9% +$1.22K 0.03% 77
2023
Q4 		$121K Buy
2,348
+27
+1% +$1.2K 0.03% 84
2023
Q3 		$95.5K Buy
2,321
+30
+1% +$1.32K 0.03% 90
2023
Q2 		$105K Sell
2,291
-81
-3% -$3.79K 0.03% 88
2023
Q1 		$111K Sell
2,372
-94
-4% -$4.61K 0.03% 82
2022
Q4 		$112K Sell
2,466
-9,335
-79% -$424K 0.04% 83
2022
Q3 		$492K Buy
11,801
+337
+3% +$16.6K 0.17% 44
2022
Q2 		$527K Buy
11,464
+108
+1% +$5.4K 0.18% 43
2022
Q1 		$606K Buy
11,356
+95
+0.8% +$5.87K 0.18% 41
2021
Q4 		$680K Sell
11,261
-2,919
-21% -$194K 0.22% 40
2021
Q3 		$995K Buy
14,180
+98
+0.7% +$6.85K 0.36% 28
2021
Q2 		$996K Buy
14,082
+92
+0.7% +$6.81K 0.36% 28
2021
Q1 		$1.02M Buy
13,990
+2,015
+17% +$135K 0.4% 26
2020
Q4 		$738K Sell
11,975
-1,240
-9% -$63K 0.35% 32
2020
Q3 		$570K Sell
13,215
-1,699
-11% -$84.6K 0.33% 35
2020
Q2 		$762K Buy
14,914
+638
+4% +$30.3K 0.47% 25
2020
Q1 		$601K Sell
14,276
-5,218
-27% -$350K 0.48% 27
2019
Q4 		$1.56M Buy
+19,494
New +$1.44M 0.93% 16

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Gleason Group's C Position: Q2 2026 in Review

Gleason Group increased its Citigroup (C) stake by 1.9% in Q2 2026, buying an estimated $23.4K and bringing the position to 9,664 shares worth $1.35M. The position accounts for 0.12% of the portfolio, ranked #39.

Gleason Group first reported a position in C in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.56M in Q4 2019. 579 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Gleason Group held 9,664 shares of Citigroup worth $1.35M as of Q2 2026.
  • Gleason Group bought 180 Citigroup shares in Q2 2026, an estimated $23.4K.
  • Citigroup made up 0.12% of Gleason Group's portfolio in Q2 2026, its #39 holding.
  • Gleason Group first reported a position in Citigroup in Q4 2019 and has held it in 27 quarters since.
  • Gleason Group's Citigroup position peaked at $1.56M in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.