Grandview Asset Management’s Citigroup C Stock Holding History

Grandview Asset 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 Q1	$1.3M	Buy	11,470 +143	+1%	+$16.3K	0.38%	52
2025 Q4	$1.32M	Buy	11,327 +1,109	+11%	+$115K	0.36%	48
2025 Q3	$1.04M	Buy	10,218 +398	+4%	+$37.8K	0.29%	57
2025 Q2	$836K	Buy	9,820 +28	+0.3%	+$2.02K	0.27%	62
2025 Q1	$695K	Buy	9,792 +557	+6%	+$42.5K	0.26%	61
2024 Q4	$650K	Buy	+9,235	New	+$622K	0.24%	65
2024 Q2	–	Sell	-5,802	Closed	-$367K	–	62
2024 Q1	$367K	Buy	5,802 +1,048	+22%	+$58.3K	0.17%	81
2023 Q4	$245K	Sell	4,754 -198	-4%	-$8.77K	0.13%	103
2023 Q3	$204K	Buy	+4,952	New	+$217K	0.12%	107
2023 Q2	–	Sell	-4,888	Closed	-$229K	–	69
2023 Q1	$229K	Sell	4,888 -25	-0.5%	-$1.23K	0.13%	106
2022 Q4	$222K	Sell	4,913 -789	-14%	-$35.8K	0.14%	112
2022 Q3	$238K	Sell	5,702 -438	-7%	-$21.6K	0.15%	104
2022 Q2	$282K	Sell	6,140 -44	-0.7%	-$2.2K	0.16%	101
2022 Q1	$330K	Buy	6,184 +204	+3%	+$12.6K	0.14%	114
2021 Q4	$361K	Buy	+5,980	New	+$398K	0.15%	105
2021 Q3	–	Sell	-4,458	Closed	-$315K	–	72
2021 Q2	$315K	Sell	4,458 -346	-7%	-$25.6K	0.17%	88
2021 Q1	$349K	Buy	4,804 +467	+11%	+$31.2K	0.19%	101
2020 Q4	$267K	Buy	+4,337	New	+$220K	0.17%	99
2020 Q3	–	Sell	-4,677	Closed	-$239K	–	92
2020 Q2	$239K	Buy	+4,677	New	+$222K	0.21%	87
2020 Q1	–	Sell	-11,054	Closed	-$898K	–	23
2019 Q4	$898K	Sell	11,054 -1,073	-9%	-$79.3K	0.85%	31
2019 Q3	$826K	Sell	12,127 -400	-3%	-$27.2K	0.75%	35
2019 Q2	$877K	Sell	12,527 -1,030	-8%	-$68.9K	0.81%	37
2019 Q1	$844K	Buy	13,557 +1,035	+8%	+$64.3K	0.78%	38
2018 Q4	$652K	Buy	+12,522	New	+$793K	0.69%	43

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grandview Asset Management's C Position: Q1 2026 in Review

Grandview Asset Management increased its Citigroup (C) stake by 1.3% in Q1 2026, buying an estimated $16.3K and bringing the position to 11,470 shares worth $1.3M. The position accounts for 0.38% of the portfolio, ranked #52.

Grandview Asset Management first reported a position in C in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.32M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Grandview Asset Management held 11,470 shares of Citigroup worth $1.3M as of Q1 2026.
Grandview Asset Management bought 143 Citigroup shares in Q1 2026, an estimated $16.3K.
Citigroup made up 0.38% of Grandview Asset Management's portfolio in Q1 2026, its #52 holding.
Grandview Asset Management first reported a position in Citigroup in Q4 2018 and has held it in 24 quarters since.
Grandview Asset Management's Citigroup position peaked at $1.32M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.