HBT
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Heartland Bank & Trust’s Citigroup C Stock Holding History

Heartland Bank & Trust’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 		$970K Buy
8,550
+2,312
+37% +$263K 0.22% 74
2025
Q4 		$728K Sell
6,238
-120
-2% -$12.5K 0.31% 72
2025
Q3 		$645K Sell
6,358
-12
-0.2% -$1.14K 0.27% 88
2025
Q2 		$542K Sell
6,370
-188
-3% -$13.6K 0.25% 90
2025
Q1 		$466K Buy
+6,558
New +$500K 0.24% 95
2021
Q3 		– Sell
-4,809
Closed -$340K – 112
2021
Q2 		$340K Sell
4,809
-533
-10% -$39.4K 0.31% 83
2021
Q1 		$389K Sell
5,342
-456
-8% -$30.4K 0.36% 75
2020
Q4 		$358K Buy
+5,798
New +$295K 0.32% 83

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

Heartland Bank & Trust's C Position: Q1 2026 in Review

Heartland Bank & Trust increased its Citigroup (C) stake by 37% in Q1 2026, buying an estimated $263K and bringing the position to 8,550 shares worth $970K. The position accounts for 0.22% of the portfolio, ranked #74.

Heartland Bank & Trust first reported a position in C in Q4 2020 and has held it in 8 quarters since. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Heartland Bank & Trust held 8,550 shares of Citigroup worth $970K as of Q1 2026.
  • Heartland Bank & Trust bought 2,312 Citigroup shares in Q1 2026, an estimated $263K.
  • Citigroup made up 0.22% of Heartland Bank & Trust's portfolio in Q1 2026, its #74 holding.
  • Heartland Bank & Trust first reported a position in Citigroup in Q4 2020 and has held it in 8 quarters since.
  • 2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.