Jacobs Levy Equity Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $185M | Sell |
1,321,626
-78,265
| -6% | -$10.2M | 0.67% | 27 |
|
|
2026
Q1 | $159M | Buy |
1,399,891
+216,750
| +18% | +$24.7M | 0.67% | 32 |
|
|
2025
Q4 | $138M | Buy |
1,183,141
+145,382
| +14% | +$15.1M | 0.53% | 47 |
|
|
2025
Q3 | $105M | Buy |
1,037,759
+747,646
| +258% | +$70.9M | 0.42% | 63 |
|
|
2025
Q2 | $24.7M | Sell |
290,113
-122,177
| -30% | -$8.83M | 0.1% | 190 |
|
|
2025
Q1 | $29.3M | Sell |
412,290
-3,102
| -0.7% | -$237K | 0.12% | 181 |
|
|
2024
Q4 | $29.2M | Sell |
415,392
-78,321
| -16% | -$5.28M | 0.1% | 182 |
|
|
2024
Q3 | $30.9M | Buy |
493,713
+65,331
| +15% | +$4.04M | 0.12% | 174 |
|
|
2024
Q2 | $27.2M | Buy |
428,382
+298,134
| +229% | +$18.4M | 0.11% | 183 |
|
|
2024
Q1 | $8.24M | Buy |
130,248
+121,130
| +1,328% | +$6.74M | 0.04% | 333 |
|
|
2023
Q4 | $469K | Buy |
9,118
+1,595
| +21% | +$70.6K | ﹤0.01% | 840 |
|
|
2023
Q3 | $309K | Buy |
+7,523
| New | +$330K | ﹤0.01% | 872 |
|
|
2021
Q3 | – | Sell |
-195,133
| Closed | -$13.8M | – | 1040 |
|
|
2021
Q2 | $13.8M | Buy |
+195,133
| New | +$14.4M | 0.09% | 238 |
|
|
2021
Q1 | – | Sell |
-39,707
| Closed | -$2.45M | – | 1019 |
|
|
2020
Q4 | $2.45M | Buy |
+39,707
| New | +$2.02M | 0.02% | 532 |
|
|
2020
Q2 | – | Sell |
-14,760
| Closed | -$622K | – | 1042 |
|
|
2020
Q1 | $622K | Sell |
14,760
-1,438
| -9% | -$96.5K | 0.01% | 719 |
|
|
2019
Q4 | $1.29M | Sell |
16,198
-11,502
| -42% | -$850K | 0.01% | 635 |
|
|
2019
Q3 | $1.91M | Sell |
27,700
-110
| -0.4% | -$7.48K | 0.02% | 520 |
|
|
2019
Q2 | $1.95M | Buy |
+27,810
| New | +$1.86M | 0.03% | 527 |
|
|
2018
Q3 | – | Sell |
-23,545
| Closed | -$1.58M | – | 993 |
|
|
2018
Q2 | $1.58M | Sell |
23,545
-5,950
| -20% | -$410K | 0.02% | 548 |
|
|
2018
Q1 | $1.99M | Buy |
29,495
+12,700
| +76% | +$955K | 0.03% | 483 |
|
|
2017
Q4 | $1.25M | Buy |
+16,795
| New | +$1.24M | 0.02% | 569 |
|
|
2017
Q3 | – | Sell |
-3,070
| Closed | -$205K | – | 952 |
|
|
2017
Q2 | $205K | Sell |
3,070
-143,610
| -98% | -$8.81M | ﹤0.01% | 835 |
|
|
2017
Q1 | $8.77M | Sell |
146,680
-223,780
| -60% | -$13.2M | 0.18% | 177 |
|
|
2016
Q4 | $22M | Sell |
370,460
-452,280
| -55% | -$24.4M | 0.43% | 61 |
|
|
2016
Q3 | $38.9M | Buy |
822,740
+203,270
| +33% | +$9.25M | 0.69% | 20 |
|
|
2016
Q2 | $26.3M | Buy |
619,470
+537,670
| +657% | +$23.8M | 0.54% | 31 |
|
|
2016
Q1 | $3.42M | Buy |
81,800
+45,820
| +127% | +$1.91M | 0.07% | 285 |
|
|
2015
Q4 | $1.86M | Sell |
35,980
-382,270
| -91% | -$20.3M | 0.04% | 362 |
|
|
2015
Q3 | $20.7M | Sell |
418,250
-29,570
| -7% | -$1.62M | 0.43% | 77 |
|
|
2015
Q2 | $24.7M | Buy |
447,820
+437,620
| +4,290% | +$23.8M | 0.47% | 57 |
|
|
2015
Q1 | $526K | Buy |
+10,200
| New | +$519K | 0.01% | 575 |
|
Other funds holding C
Jacobs Levy Equity Management's C Position: Q2 2026 in Review
Jacobs Levy Equity Management reduced its Citigroup (C) stake by 5.6% in Q2 2026, selling an estimated $10.2M and leaving 1,321,626 shares worth $185M. The position accounts for 0.67% of the portfolio, ranked #27.
Jacobs Levy Equity Management first reported a position in C in Q1 2015 and has held it in 31 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Jacobs Levy Equity Management held 1,321,626 shares of Citigroup worth $185M as of Q2 2026.
- Jacobs Levy Equity Management sold 78,265 Citigroup shares in Q2 2026, an estimated $10.2M.
- Citigroup made up 0.67% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #27 holding.
- Jacobs Levy Equity Management first reported a position in Citigroup in Q1 2015 and has held it in 31 quarters since.
- 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.