Hohimer Wealth Management’s Citigroup C Stock Holding History

Hohimer Wealth 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 Q2	$4.34M	Buy	31,002 +612	+2%	+$79.7K	0.43%	61
2026 Q1	$3.45M	Buy	+30,390	New	+$3.46M	0.41%	78
2025 Q1	–	Sell	-68,355	Closed	-$4.81M	–	262
2024 Q4	$4.81M	Buy	68,355 +407	+0.6%	+$27.4K	0.91%	29
2024 Q3	$4.25M	Buy	67,948 +67	+0.1%	+$4.14K	0.91%	38
2024 Q2	$4.31M	Buy	+67,881	New	+$4.19M	1%	25
2022 Q1	–	Sell	-67,986	Closed	-$4.11M	–	217
2021 Q4	$4.11M	Sell	67,986 -9,735	-13%	-$647K	0.86%	31
2021 Q3	$5.45M	Sell	77,721 -2,756	-3%	-$193K	1.14%	19
2021 Q2	$5.69M	Sell	80,477 -22,593	-22%	-$1.67M	1.17%	19
2021 Q1	$7.5M	Sell	103,070 -9,260	-8%	-$618K	1.83%	7
2020 Q4	$6.93M	Sell	112,330 -567	-0.5%	-$28.8K	1.84%	6
2020 Q3	$4.84M	Buy	112,897 +33,873	+43%	+$1.69M	1.38%	11
2020 Q2	$4.04M	Buy	79,024 +5,263	+7%	+$250K	1.39%	10
2020 Q1	$3.43M	Buy	73,761 +22,950	+45%	+$1.54M	1.45%	9
2019 Q4	$4.06M	Buy	+50,811	New	+$3.75M	1.41%	4

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hohimer Wealth Management's C Position: Q2 2026 in Review

Hohimer Wealth Management increased its Citigroup (C) stake by 2% in Q2 2026, buying an estimated $79.7K and bringing the position to 31,002 shares worth $4.34M. The position accounts for 0.43% of the portfolio, ranked #61.

Hohimer Wealth Management first reported a position in C in Q4 2019 and has held it in 14 quarters since. The position peaked at $7.5M in Q1 2021. 2,641 funds tracked by Wall St. Rank hold C as of Q2 2026.

Hohimer Wealth Management held 31,002 shares of Citigroup worth $4.34M as of Q2 2026.
Hohimer Wealth Management bought 612 Citigroup shares in Q2 2026, an estimated $79.7K.
Citigroup made up 0.43% of Hohimer Wealth Management's portfolio in Q2 2026, its #61 holding.
Hohimer Wealth Management first reported a position in Citigroup in Q4 2019 and has held it in 14 quarters since.
Hohimer Wealth Management's Citigroup position peaked at $7.5M in Q1 2021.
2,641 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.