IRP
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Investment Research Partners’s Citigroup C Stock Holding History

Investment Research 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 		$452K Buy
3,227
+535
+20% +$69.6K 0.15% 154
2026
Q1 		$305K Sell
2,692
-446
-14% -$50.8K 0.12% 182
2025
Q4 		$366K Sell
3,138
-205
-6% -$21.3K 0.16% 154
2025
Q3 		$331K Buy
+3,343
New +$317K 0.15% 161

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Investment Research Partners increased its Citigroup (C) stake by 20% in Q2 2026, buying an estimated $69.6K and bringing the position to 3,227 shares worth $452K. The position accounts for 0.15% of the portfolio, ranked #154.

Investment Research Partners first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,048 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Investment Research Partners held 3,227 shares of Citigroup worth $452K as of Q2 2026.
  • Investment Research Partners bought 535 Citigroup shares in Q2 2026, an estimated $69.6K.
  • Citigroup made up 0.15% of Investment Research Partners's portfolio in Q2 2026, its #154 holding.
  • Investment Research Partners first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,048 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.