HUB Investment Partners’s Citigroup C Stock Holding History

HUB Investment Partners’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	$3.27M	Buy	23,379 +1,143	+5%	+$149K	0.06%	227
2026 Q1	$2.52M	Buy	22,236 +4,099	+23%	+$467K	0.06%	222
2025 Q4	$2.12M	Buy	+18,137	New	+$1.88M	0.05%	207
2025 Q3	–	Sell	-15,287	Closed	-$1.3M	–	868
2025 Q2	$1.3M	Buy	15,287 +3,238	+27%	+$234K	0.04%	236
2025 Q1	$855K	Sell	12,049 -2,973	-20%	-$227K	0.03%	247
2024 Q4	$1.06M	Buy	15,022 +4,013	+36%	+$270K	0.04%	207
2024 Q3	$689K	Sell	11,009 -2,881	-21%	-$178K	0.03%	249
2024 Q2	$881K	Sell	13,890 -425	-3%	-$26.2K	0.03%	200
2024 Q1	$905K	Buy	14,315 +2,445	+21%	+$136K	0.05%	187
2023 Q4	$611K	Buy	+11,870	New	+$526K	0.04%	214
2021 Q2	–	Sell	-7,132	Closed	-$519K	–	220
2021 Q1	$519K	Buy	+7,132	New	+$476K	0.15%	120

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

HUB Investment Partners's C Position: Q2 2026 in Review

HUB Investment Partners increased its Citigroup (C) stake by 5.1% in Q2 2026, buying an estimated $149K and bringing the position to 23,379 shares worth $3.27M. The position accounts for 0.06% of the portfolio, ranked #227.

HUB Investment Partners first reported a position in C in Q1 2021 and has held it in 11 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

HUB Investment Partners held 23,379 shares of Citigroup worth $3.27M as of Q2 2026.
HUB Investment Partners bought 1,143 Citigroup shares in Q2 2026, an estimated $149K.
Citigroup made up 0.06% of HUB Investment Partners's portfolio in Q2 2026, its #227 holding.
HUB Investment Partners first reported a position in Citigroup in Q1 2021 and has held it in 11 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.