JCM
C icon

Jacobsen Capital Management’s Citigroup C Stock Holding History

Jacobsen Capital Management’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 		$276K Buy
2,431
+105
+5% +$12K 0.09% 88
2025
Q4 		$271K Buy
2,326
+255
+12% +$26.5K 0.09% 89
2025
Q3 		$210K Buy
+2,071
New +$197K 0.07% 116

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jacobsen Capital Management's C Position: Q1 2026 in Review

Jacobsen Capital Management increased its Citigroup (C) stake by 4.5% in Q1 2026, buying an estimated $12K and bringing the position to 2,431 shares worth $276K. The position accounts for 0.09% of the portfolio, ranked #88.

Jacobsen Capital Management first reported a position in C in Q3 2025 and has held it in 3 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Jacobsen Capital Management held 2,431 shares of Citigroup worth $276K as of Q1 2026.
  • Jacobsen Capital Management bought 105 Citigroup shares in Q1 2026, an estimated $12K.
  • Citigroup made up 0.09% of Jacobsen Capital Management's portfolio in Q1 2026, its #88 holding.
  • Jacobsen Capital Management first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

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