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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
Q2 		$305K Sell
2,181
-250
-10% -$32.5K 0.09% 88
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jacobsen Capital Management's C Position: Q2 2026 in Review

Jacobsen Capital Management reduced its Citigroup (C) stake by 10% in Q2 2026, selling an estimated $32.5K and leaving 2,181 shares worth $305K. 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 4 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Jacobsen Capital Management held 2,181 shares of Citigroup worth $305K as of Q2 2026.
  • Jacobsen Capital Management sold 250 Citigroup shares in Q2 2026, an estimated $32.5K.
  • Citigroup made up 0.09% of Jacobsen Capital Management's portfolio in Q2 2026, its #88 holding.
  • Jacobsen Capital Management first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.