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Joseph Group Capital Management’s Citigroup C Stock Holding History

Joseph Group 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 		$99.8K Buy
713
+82
+13% +$10.7K 0.02% 99
2026
Q1 		$71.6K Buy
631
+164
+35% +$18.7K 0.02% 91
2025
Q4 		$54.5K Buy
+467
New +$48.5K 0.01% 85

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 $3.37T AUM 44.26% 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

Joseph Group Capital Management's C Position: Q2 2026 in Review

Joseph Group Capital Management increased its Citigroup (C) stake by 13% in Q2 2026, buying an estimated $10.7K and bringing the position to 713 shares worth $99.8K. The position accounts for 0.02% of the portfolio, ranked #99.

Joseph Group Capital Management first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Joseph Group Capital Management held 713 shares of Citigroup worth $99.8K as of Q2 2026.
  • Joseph Group Capital Management bought 82 Citigroup shares in Q2 2026, an estimated $10.7K.
  • Citigroup made up 0.02% of Joseph Group Capital Management's portfolio in Q2 2026, its #99 holding.
  • Joseph Group Capital Management first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.