HIMS
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Hager Investment Management Services’s Citigroup C Stock Holding History

Hager Investment Management Services’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 		$158K Sell
1,131
-199
-15% -$25.9K 0.07% 103
2026
Q1 		$151K Sell
1,330
-130
-9% -$14.8K 0.08% 97
2025
Q4 		$170K Sell
1,460
-153
-9% -$15.9K 0.09% 90
2025
Q3 		$164K Buy
1,613
+672
+71% +$63.8K 0.09% 100
2025
Q2 		$80.1K Buy
941
+807
+602% +$58.3K 0.05% 122
2025
Q1 		$9.51K Hold
134
– – 0.01% 222
2024
Q4 		$9.43K Buy
+134
New +$9.03K 0.01% 211

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Hager Investment Management Services's C Position: Q2 2026 in Review

Hager Investment Management Services reduced its Citigroup (C) stake by 15% in Q2 2026, selling an estimated $25.9K and leaving 1,131 shares worth $158K. The position accounts for 0.07% of the portfolio, ranked #103.

Hager Investment Management Services first reported a position in C in Q4 2024 and has held it in 7 quarters since. The position peaked at $170K in Q4 2025. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Hager Investment Management Services held 1,131 shares of Citigroup worth $158K as of Q2 2026.
  • Hager Investment Management Services sold 199 Citigroup shares in Q2 2026, an estimated $25.9K.
  • Citigroup made up 0.07% of Hager Investment Management Services's portfolio in Q2 2026, its #103 holding.
  • Hager Investment Management Services first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's Citigroup position peaked at $170K in Q4 2025.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.