Lazari Capital Management’s Citigroup C Stock Holding History

Lazari 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	$1.46M	Sell	10,419 -285	-3%	-$37.1K	0.45%	42
2026 Q1	$1.21M	Sell	10,704 -437	-4%	-$49.8K	0.42%	45
2025 Q4	$1.3M	Sell	11,141 -110	-1%	-$11.4K	0.44%	40
2025 Q3	$1.14M	Hold	11,251	–	–	0.39%	46
2025 Q2	$958K	Sell	11,251 -601	-5%	-$43.4K	0.36%	48
2025 Q1	$841K	Sell	11,852 -425	-3%	-$32.4K	0.34%	50
2024 Q4	$864K	Sell	12,277 -361	-3%	-$24.3K	0.34%	46
2024 Q3	$791K	Sell	12,638 -588	-4%	-$36.4K	0.34%	52
2024 Q2	$839K	Buy	13,226 +843	+7%	+$52K	0.38%	46
2024 Q1	$783K	Sell	12,383 -691	-5%	-$38.5K	0.43%	41
2023 Q4	$673K	Sell	13,074 -1,257	-9%	-$55.6K	0.38%	43
2023 Q3	$589K	Sell	14,331 -375	-3%	-$16.5K	0.35%	47
2023 Q2	$677K	Buy	+14,706	New	+$689K	0.38%	45

Other funds holding C

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Lazari Capital Management's C Position: Q2 2026 in Review

Lazari Capital Management reduced its Citigroup (C) stake by 2.7% in Q2 2026, selling an estimated $37.1K and leaving 10,419 shares worth $1.46M. The position accounts for 0.45% of the portfolio, ranked #42.

Lazari Capital Management first reported a position in C in Q2 2023 and has held it in 13 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

Lazari Capital Management held 10,419 shares of Citigroup worth $1.46M as of Q2 2026.
Lazari Capital Management sold 285 Citigroup shares in Q2 2026, an estimated $37.1K.
Citigroup made up 0.45% of Lazari Capital Management's portfolio in Q2 2026, its #42 holding.
Lazari Capital Management first reported a position in Citigroup in Q2 2023 and has held it in 13 quarters since.
1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.