GC
C icon

Grimes & Company’s Citigroup C Stock Holding History

Grimes & Company’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 		$1.87M Buy
13,391
+1,545
+13% +$201K 0.04% 204
2026
Q1 		$1.34M Buy
11,846
+1,268
+12% +$144K 0.04% 214
2025
Q4 		$1.23M Buy
10,578
+2,996
+40% +$311K 0.03% 230
2025
Q3 		$770K Buy
7,582
+4,116
+119% +$391K 0.02% 254
2025
Q2 		$295K Buy
3,466
+132
+4% +$9.54K 0.01% 340
2025
Q1 		$237K Buy
3,334
+48
+1% +$3.66K 0.01% 324
2024
Q4 		$231K Buy
+3,286
New +$221K 0.01% 343

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Grimes & Company's C Position: Q2 2026 in Review

Grimes & Company increased its Citigroup (C) stake by 13% in Q2 2026, buying an estimated $201K and bringing the position to 13,391 shares worth $1.87M. The position accounts for 0.04% of the portfolio, ranked #204.

Grimes & Company first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,630 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Grimes & Company held 13,391 shares of Citigroup worth $1.87M as of Q2 2026.
  • Grimes & Company bought 1,545 Citigroup shares in Q2 2026, an estimated $201K.
  • Citigroup made up 0.04% of Grimes & Company's portfolio in Q2 2026, its #204 holding.
  • Grimes & Company first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.