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InceptionR’s Citigroup C Stock Holding History

InceptionR’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 		$649K Sell
4,638
-6,123
-57% -$797K 0.16% 240
2026
Q1 		$1.22M Buy
10,761
+433
+4% +$49.3K 0.29% 94
2025
Q4 		$1.21M Sell
10,328
-3,710
-26% -$385K 0.33% 62
2025
Q3 		$1.42M Sell
14,038
-12,778
-48% -$1.21M 0.34% 58
2025
Q2 		$2.28M Buy
26,816
+10,753
+67% +$777K 0.53% 11
2025
Q1 		$1.14M Buy
+16,063
New +$1.22M 0.34% 77
2024
Q4 		– Sell
-12,629
Closed -$791K – 641
2024
Q3 		$791K Buy
12,629
+5,502
+77% +$340K 0.19% 201
2024
Q2 		$452K Buy
+7,127
New +$439K 0.13% 311
2023
Q3 		– Sell
-19,068
Closed -$878K – 411
2023
Q2 		$878K Buy
19,068
+6,450
+51% +$302K 0.47% 42
2023
Q1 		$592K Buy
12,618
+4,209
+50% +$207K 0.19% 205
2022
Q4 		$380K Buy
+8,409
New +$382K 0.2% 221

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

InceptionR's C Position: Q2 2026 in Review

InceptionR reduced its Citigroup (C) stake by 57% in Q2 2026, selling an estimated $797K and leaving 4,638 shares worth $649K. The position accounts for 0.16% of the portfolio, ranked #240.

InceptionR first reported a position in C in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.28M in Q2 2025. 2,628 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • InceptionR held 4,638 shares of Citigroup worth $649K as of Q2 2026.
  • InceptionR sold 6,123 Citigroup shares in Q2 2026, an estimated $797K.
  • Citigroup made up 0.16% of InceptionR's portfolio in Q2 2026, its #240 holding.
  • InceptionR first reported a position in Citigroup in Q4 2022 and has held it in 11 quarters since.
  • InceptionR's Citigroup position peaked at $2.28M in Q2 2025.
  • 2,628 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.