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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Interchange Capital Partners's C Position: Q1 2026 in Review

Interchange Capital Partners reduced its Citigroup (C) stake by 76% in Q1 2026, selling an estimated $842K and leaving 2,356 shares worth $200K. The position accounts for 0.06% of the portfolio, ranked #271.

Interchange Capital Partners first reported a position in C in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.19M in Q1 2021. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Interchange Capital Partners held 2,356 shares of Citigroup worth $200K as of Q1 2026.
Interchange Capital Partners sold 7,398 Citigroup shares in Q1 2026, an estimated $842K.
Citigroup made up 0.06% of Interchange Capital Partners's portfolio in Q1 2026, its #271 holding.
Interchange Capital Partners first reported a position in Citigroup in Q4 2020 and has held it in 11 quarters since.
Interchange Capital Partners's Citigroup position peaked at $1.19M in Q1 2021.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.