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GLOBALT Investments’s Citigroup C Stock Holding History

GLOBALT Investments’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 		$7.9M Buy
69,660
+2,222
+3% +$253K 0.28% 48
2025
Q4 		$7.87M Sell
67,438
-2,550
-4% -$265K 0.29% 47
2025
Q3 		$7.1M Buy
69,988
+858
+1% +$81.4K 0.26% 52
2025
Q2 		$5.88M Sell
69,130
-3,647
-5% -$264K 0.23% 62
2025
Q1 		$5.17M Sell
72,777
-114
-0.2% -$8.69K 0.21% 69
2024
Q4 		$5.13M Sell
72,891
-370
-0.5% -$24.9K 0.2% 69
2024
Q3 		$4.59M Sell
73,261
-1,293
-2% -$80K 0.17% 75
2024
Q2 		$4.73M Sell
74,554
-705
-0.9% -$43.5K 0.19% 72
2024
Q1 		$4.76M Buy
75,259
+64,444
+596% +$3.59M 0.19% 75
2023
Q4 		$556K Buy
+10,815
New +$479K 0.02% 173

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GLOBALT Investments's C Position: Q1 2026 in Review

GLOBALT Investments increased its Citigroup (C) stake by 3.3% in Q1 2026, buying an estimated $253K and bringing the position to 69,660 shares worth $7.9M. The position accounts for 0.28% of the portfolio, ranked #48.

GLOBALT Investments first reported a position in C in Q4 2023 and has held it in 10 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • GLOBALT Investments held 69,660 shares of Citigroup worth $7.9M as of Q1 2026.
  • GLOBALT Investments bought 2,222 Citigroup shares in Q1 2026, an estimated $253K.
  • Citigroup made up 0.28% of GLOBALT Investments's portfolio in Q1 2026, its #48 holding.
  • GLOBALT Investments first reported a position in Citigroup in Q4 2023 and has held it in 10 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.