J. Safra Sarasin Holding’s Citigroup C Stock Holding History

J. Safra Sarasin Holding’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	$29.9M	Buy	258,051 +12,062	+5%	+$1.57M	0.43%	62
2026 Q1	$27.9M	Buy	245,989 +233,489	+1,868%	+$26.6M	0.48%	62
2025 Q4	$1.46M	Hold	12,500	–	–	0.02%	235
2025 Q3	$1.27M	Hold	12,500	–	–	0.02%	277
2025 Q2	$1.06M	Hold	12,500	–	–	0.02%	297
2025 Q1	$887K	Hold	12,500	–	–	0.02%	358
2024 Q4	$880K	Hold	12,500	–	–	0.01%	357
2024 Q3	$783K	Hold	12,500	–	–	0.01%	355
2024 Q2	$793K	Buy	+12,500	New	+$771K	0.01%	368

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

J. Safra Sarasin Holding's C Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Citigroup (C) stake by 4.9% in Q2 2026, buying an estimated $1.57M and bringing the position to 258,051 shares worth $29.9M. The position accounts for 0.43% of the portfolio, ranked #62.

J. Safra Sarasin Holding first reported a position in C in Q2 2024 and has held it in 9 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

J. Safra Sarasin Holding held 258,051 shares of Citigroup worth $29.9M as of Q2 2026.
J. Safra Sarasin Holding bought 12,062 Citigroup shares in Q2 2026, an estimated $1.57M.
Citigroup made up 0.43% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #62 holding.
J. Safra Sarasin Holding first reported a position in Citigroup in Q2 2024 and has held it in 9 quarters since.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.