MAI Capital Management’s Citigroup C Stock Holding History

MAI 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	–	Hold	0	–	–	–	2031
2026 Q1	–	Hold	0	–	–	–	2160
2025 Q4	–	Hold	0	–	–	–	1926
2025 Q3	–	Hold	0	–	–	–	2046
2025 Q2	–	Hold	0	–	–	–	2075
2025 Q1	–	Hold	0	–	–	–	2033
2024 Q4	–	Hold	0	–	–	–	1776
2024 Q2	–	Sell	-14,000	Closed	-$885K	–	1267
2024 Q1	$885K	Buy	+14,000	New	+$779K	0.01%	619
2021 Q1	–	Sell	-1,000	Closed	-$62K	–	751
2020 Q4	$62K	Buy	+1,000	New	+$50.8K	﹤0.01%	658

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

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

MAI Capital Management increased its Citigroup (C) stake by 38% in Q2 2026, buying an estimated $2.82M and bringing the position to 78,905 shares worth $11M. The position accounts for 0.04% of the portfolio, ranked #319.

MAI Capital Management first reported a position in C in Q1 2014 and has held it in 50 quarters since. The position peaked at $16M in Q4 2019. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

MAI Capital Management held 78,905 shares of Citigroup worth $11M as of Q2 2026.
MAI Capital Management bought 21,663 Citigroup shares in Q2 2026, an estimated $2.82M.
Citigroup made up 0.04% of MAI Capital Management's portfolio in Q2 2026, its #319 holding.
MAI Capital Management first reported a position in Citigroup in Q1 2014 and has held it in 50 quarters since.
MAI Capital Management's Citigroup position peaked at $16M in Q4 2019.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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