Mackenzie Financial
C icon

Mackenzie Financial’s Citigroup C Stock Holding History

Mackenzie Financial’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
2025
Q3 		– Sell
-12,800
Closed -$3.86K – 1718
2025
Q2 		$3.86K Buy
12,800
+2,700
+27% +$195K ﹤0.01% 1695
2025
Q1 		$24.2K Buy
+10,100
New +$770K ﹤0.01% 1643

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mackenzie Financial's C Position: Q1 2026 in Review

Mackenzie Financial reduced its Citigroup (C) stake by 12% in Q1 2026, selling an estimated $23.2M and leaving 1,549,318 shares worth $176M. The position accounts for 0.21% of the portfolio, ranked #98.

Mackenzie Financial first reported a position in C in Q2 2013 and has held it in 52 quarters since. The position peaked at $708M in Q4 2014. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Mackenzie Financial held 1,549,318 shares of Citigroup worth $176M as of Q1 2026.
  • Mackenzie Financial sold 203,893 Citigroup shares in Q1 2026, an estimated $23.2M.
  • Citigroup made up 0.21% of Mackenzie Financial's portfolio in Q1 2026, its #98 holding.
  • Mackenzie Financial first reported a position in Citigroup in Q2 2013 and has held it in 52 quarters since.
  • Mackenzie Financial's Citigroup position peaked at $708M in Q4 2014.
  • 2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.