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 Q2	–	Sell	-200	Closed	-$22.7K	–	359
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 $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

Lavaca Capital's C Position: Q2 2026 in Review

Lavaca Capital sold out of Citigroup (C) in Q2 2026, closing a stake of 200 shares — an estimated $22.7K sold.

Lavaca Capital first reported a position in C in Q4 2018 and held it in 13 quarters. The position peaked at $400K in Q3 2020. 2,639 funds tracked by Wall St. Rank hold C as of Q2 2026.

Lavaca Capital reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
Lavaca Capital sold 200 Citigroup shares in Q2 2026, an estimated $22.7K.
Lavaca Capital first reported a position in Citigroup in Q4 2018 and held it in 13 quarters.
Lavaca Capital's Citigroup position peaked at $400K in Q3 2020.
2,639 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.