Hoese & Co’s Citigroup C Stock Holding History

Hoese & Co’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	$280K	Hold	2,000	–	–	0.18%	37
2026 Q1	$227K	Hold	2,000	–	–	0.17%	32
2025 Q4	$233K	Buy	+2,000	New	+$208K	0.17%	33
2024 Q4	–	Sell	-173	Closed	-$10.8K	–	171
2024 Q3	$10.8K	Buy	173 +100	+137%	+$6.18K	0.01%	118
2024 Q2	$4.55K	Buy	+73	New	+$4.5K	﹤0.01%	126
2024 Q1	–	Sell	-133	Closed	-$6.13K	–	138
2023 Q4	$6.13K	Hold	133	–	–	0.01%	134
2023 Q3	$5.47K	Hold	133	–	–	0.01%	142
2023 Q2	$6.12K	Hold	133	–	–	0.01%	146
2023 Q1	$6.74K	Hold	133	–	–	0.01%	140
2022 Q4	$6K	Sell	133 -61	-31%	-$2.77K	0.01%	148
2022 Q3	$8K	Hold	194	–	–	0.01%	143
2022 Q2	$9K	Hold	194	–	–	0.01%	142
2022 Q1	$10K	Hold	194	–	–	0.01%	145
2021 Q4	$12K	Hold	194	–	–	0.01%	139
2021 Q3	$14K	Buy	194 +133	+218%	+$9.3K	0.02%	127
2021 Q2	$4K	Buy	+61	New	+$4.51K	﹤0.01%	177

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Hoese & Co's C Position: Q2 2026 in Review

Hoese & Co held its Citigroup (C) position steady in Q2 2026 at 2,000 shares worth $280K. The position accounts for 0.18% of the portfolio, ranked #37.

Hoese & Co first reported a position in C in Q2 2021 and has held it in 16 quarters since. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

Hoese & Co held 2,000 shares of Citigroup worth $280K as of Q2 2026.
Hoese & Co left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.18% of Hoese & Co's portfolio in Q2 2026, its #37 holding.
Hoese & Co first reported a position in Citigroup in Q2 2021 and has held it in 16 quarters since.
803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.