Lavaca Capital’s Citigroup C Stock Holding History

Lavaca 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 Q1	$22.7K	Hold	200	–	–	﹤0.01%	213
2025 Q4	$23.3K	Hold	200	–	–	﹤0.01%	214
2025 Q3	$20.3K	Hold	200	–	–	﹤0.01%	210
2025 Q2	$17K	Hold	200	–	–	0.01%	214
2025 Q1	$14.2K	Hold	200	–	–	0.01%	208
2024 Q4	$14.1K	Buy	+200	New	+$13.5K	0.01%	265
2022 Q1	–	Sell	-4,108	Closed	-$248K	–	184
2021 Q4	$248K	Hold	4,108	–	–	0.03%	150
2021 Q3	$288K	Buy	4,108 +1,000	+32%	+$69.9K	0.03%	131
2021 Q2	$220K	Buy	+3,108	New	+$230K	0.02%	143
2020 Q4	–	Sell	-9,269	Closed	-$400K	–	109
2020 Q3	$400K	Buy	+9,269	New	+$462K	0.06%	76
2020 Q1	–	Sell	-2,569	Closed	-$205K	–	87
2019 Q4	$205K	Buy	+2,569	New	+$190K	0.16%	85
2019 Q2	–	Sell	-2,569	Closed	-$160K	–	131
2019 Q1	$160K	Hold	2,569	–	–	0.14%	78
2018 Q4	$134K	Buy	+2,569	New	+$163K	0.13%	78

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lavaca Capital's C Position: Q1 2026 in Review

Lavaca Capital held its Citigroup (C) position steady in Q1 2026 at 200 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Lavaca Capital first reported a position in C in Q4 2018 and has held it in 13 quarters since. The position peaked at $400K in Q3 2020. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Lavaca Capital held 200 shares of Citigroup worth $22.7K as of Q1 2026.
Lavaca Capital left its Citigroup share count unchanged in Q1 2026.
Citigroup made up ﹤0.01% of Lavaca Capital's portfolio in Q1 2026, its #213 holding.
Lavaca Capital first reported a position in Citigroup in Q4 2018 and has held it in 13 quarters since.
Lavaca Capital's Citigroup position peaked at $400K in Q3 2020.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.