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Marietta Investment Partners’s Citigroup C Stock Holding History

Marietta Investment Partners’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 		$326K Hold
2,330
– – 0.06% 146
2026
Q1 		$264K Hold
2,330
– – 0.05% 148
2025
Q4 		$272K Sell
2,330
-28
-1% -$2.91K 0.05% 149
2025
Q3 		$239K Buy
+2,358
New +$224K 0.05% 160

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marietta Investment Partners's C Position: Q2 2026 in Review

Marietta Investment Partners held its Citigroup (C) position steady in Q2 2026 at 2,330 shares worth $326K. The position accounts for 0.06% of the portfolio, ranked #146.

Marietta Investment Partners first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,375 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Marietta Investment Partners held 2,330 shares of Citigroup worth $326K as of Q2 2026.
  • Marietta Investment Partners left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.06% of Marietta Investment Partners's portfolio in Q2 2026, its #146 holding.
  • Marietta Investment Partners first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,375 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.