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Leavell Investment Management’s Citigroup C Stock Holding History

Leavell Investment 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 		$2.77M Buy
19,770
+1,904
+11% +$248K 0.1% 188
2026
Q1 		$2.03M Sell
17,866
-3,000
-14% -$342K 0.08% 224
2025
Q4 		$2.43M Buy
20,866
+3,161
+18% +$328K 0.1% 195
2025
Q3 		$1.8M Buy
17,705
+234
+1% +$22.2K 0.08% 232
2025
Q2 		$1.49M Buy
17,471
+3,066
+21% +$222K 0.07% 251
2025
Q1 		$1.02M Buy
14,405
+10,772
+297% +$821K 0.05% 281
2024
Q4 		$256K Buy
+3,633
New +$245K 0.01% 486
2022
Q1 		– Sell
-5,020
Closed -$303K – 426
2021
Q4 		$303K Sell
5,020
-1,595
-24% -$106K 0.02% 378
2021
Q3 		$464K Buy
6,615
+2,224
+51% +$155K 0.03% 298
2021
Q2 		$319K Hold
4,391
– – 0.03% 330
2021
Q1 		$319K Buy
+4,391
New +$293K 0.03% 330
2020
Q1 		– Sell
-3,345
Closed -$267K – 356
2019
Q4 		$267K Buy
3,345
+200
+6% +$14.8K 0.03% 345
2019
Q3 		$217K Buy
+3,145
New +$214K 0.02% 363

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

Leavell Investment Management's C Position: Q2 2026 in Review

Leavell Investment Management increased its Citigroup (C) stake by 11% in Q2 2026, buying an estimated $248K and bringing the position to 19,770 shares worth $2.77M. The position accounts for 0.1% of the portfolio, ranked #188.

Leavell Investment Management first reported a position in C in Q3 2019 and has held it in 13 quarters since. 2,641 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Leavell Investment Management held 19,770 shares of Citigroup worth $2.77M as of Q2 2026.
  • Leavell Investment Management bought 1,904 Citigroup shares in Q2 2026, an estimated $248K.
  • Citigroup made up 0.1% of Leavell Investment Management's portfolio in Q2 2026, its #188 holding.
  • Leavell Investment Management first reported a position in Citigroup in Q3 2019 and has held it in 13 quarters since.
  • 2,641 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.