JM2 Capital’s Citigroup C Stock Holding History

JM2 Capital’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	$1.06M	Buy	7,551 +9	+0.1%	+$1.17K	0.73%	34
2026 Q1	$855K	Buy	7,542 +79	+1%	+$9K	0.71%	37
2025 Q4	$871K	Buy	+7,463	New	+$775K	0.7%	40

Other funds holding C

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JM2 Capital's C Position: Q2 2026 in Review

JM2 Capital increased its Citigroup (C) stake by 0.12% in Q2 2026, buying an estimated $1.17K and bringing the position to 7,551 shares worth $1.06M. The position accounts for 0.73% of the portfolio, ranked #34.

JM2 Capital first reported a position in C in Q4 2025 and has held it in 3 quarters since. 1,534 funds tracked by Wall St. Rank hold C as of Q2 2026.

JM2 Capital held 7,551 shares of Citigroup worth $1.06M as of Q2 2026.
JM2 Capital bought 9 Citigroup shares in Q2 2026, an estimated $1.17K.
Citigroup made up 0.73% of JM2 Capital's portfolio in Q2 2026, its #34 holding.
JM2 Capital first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
1,534 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.