Interchange Capital Partners’s Citigroup C Stock Holding History

Interchange Capital 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	$715K	Buy	5,110 +2,754	+117%	+$359K	0.13%	155
2026 Q1	$200K	Sell	2,356 -7,398	-76%	-$842K	0.06%	271
2025 Q4	$1.14M	Buy	9,754 +5,662	+138%	+$588K	0.21%	103
2025 Q3	$413K	Buy	+4,092	New	+$388K	0.08%	212
2023 Q2	–	Sell	-10,828	Closed	-$504K	–	159
2023 Q1	$504K	Buy	10,828 +5,561	+106%	+$273K	0.27%	92
2022 Q4	$238K	Sell	5,267 -13,763	-72%	-$625K	0.24%	102
2022 Q3	$793K	Sell	19,030 -180	-0.9%	-$8.89K	0.87%	28
2022 Q2	$883K	Buy	19,210 +4,097	+27%	+$205K	0.99%	21
2022 Q1	$807K	Buy	15,113 +5,188	+52%	+$320K	0.83%	24
2021 Q4	$599K	Buy	+9,925	New	+$660K	0.6%	46
2021 Q2	–	Sell	-12,837	Closed	-$1.19M	–	117
2021 Q1	$1.19M	Sell	12,837 -3,764	-23%	-$251K	0.64%	37
2020 Q4	$1.02M	Buy	+16,601	New	+$844K	0.55%	37

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

Interchange Capital Partners's C Position: Q2 2026 in Review

Interchange Capital Partners increased its Citigroup (C) stake by 117% in Q2 2026, buying an estimated $359K and bringing the position to 5,110 shares worth $715K. The position accounts for 0.13% of the portfolio, ranked #155.

Interchange Capital Partners first reported a position in C in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.19M in Q1 2021. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Interchange Capital Partners held 5,110 shares of Citigroup worth $715K as of Q2 2026.
Interchange Capital Partners bought 2,754 Citigroup shares in Q2 2026, an estimated $359K.
Citigroup made up 0.13% of Interchange Capital Partners's portfolio in Q2 2026, its #155 holding.
Interchange Capital Partners first reported a position in Citigroup in Q4 2020 and has held it in 12 quarters since.
Interchange Capital Partners's Citigroup position peaked at $1.19M in Q1 2021.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.