Jefferies Financial Group’s Citigroup C Stock Holding History

Jefferies Financial Group’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	$8.9M	Buy	63,600 +4,600	+8%	+$599K	0.06%	265
2026 Q1	$6.69M	Sell	59,000 -739,800	-93%	-$84.2M	0.05%	281
2025 Q4	$93.2M	Sell	798,800 -505,000	-39%	-$52.4M	0.48%	31
2025 Q3	$132M	Buy	1,303,800 +460,800	+55%	+$43.7M	0.62%	23
2025 Q2	$71.8M	Buy	843,000 +751,000	+816%	+$54.3M	0.6%	17
2025 Q1	$6.53M	Buy	92,000 +21,700	+31%	+$1.65M	0.06%	224
2024 Q4	$4.95M	Buy	+70,300	New	+$4.74M	0.03%	369
2024 Q2	–	Sell	-44,100	Closed	-$2.79M	–	1448
2024 Q1	$2.79M	Buy	+44,100	New	+$2.45M	0.03%	478
2023 Q2	–	Sell	-45,000	Closed	-$2.11M	–	1703
2023 Q1	$2.11M	Sell	45,000 -101,700	-69%	-$4.99M	0.02%	644
2022 Q4	$6.64M	Buy	+146,700	New	+$6.66M	0.05%	318

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

Jefferies Financial Group's C Position: Q2 2026 in Review

Jefferies Financial Group increased its Citigroup (C) stake by 13% in Q2 2026, buying an estimated $1.51M and bringing the position to 97,813 shares worth $13.7M. The position accounts for 0.09% of the portfolio, ranked #197.

Jefferies Financial Group first reported a position in C in Q4 2022 and has held it in 14 quarters since. The position peaked at $105M in Q4 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Jefferies Financial Group held 97,813 shares of Citigroup worth $13.7M as of Q2 2026.
Jefferies Financial Group bought 11,627 Citigroup shares in Q2 2026, an estimated $1.51M.
Citigroup made up 0.09% of Jefferies Financial Group's portfolio in Q2 2026, its #197 holding.
Jefferies Financial Group first reported a position in Citigroup in Q4 2022 and has held it in 14 quarters since.
Jefferies Financial Group's Citigroup position peaked at $105M in Q4 2025.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.