Marshall Wace’s Citigroup C Stock Holding History

Marshall Wace’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 Q1	$454K	Buy	+4,000	New	+$456K	﹤0.01%	2493
2025 Q4	–	Sell	-3,600	Closed	-$365K	–	2989
2025 Q3	$365K	Buy	+3,600	New	+$342K	﹤0.01%	2352
2025 Q1	–	Sell	-2,200	Closed	-$155K	–	2646
2024 Q4	$155K	Buy	+2,200	New	+$148K	﹤0.01%	2396
2024 Q1	–	Sell	-130,000	Closed	-$6.69M	–	2453
2023 Q4	$6.69M	Buy	+130,000	New	+$5.76M	0.01%	810
2023 Q3	–	Sell	-361,800	Closed	-$16.7M	–	2225
2023 Q2	$16.7M	Buy	361,800 +351,700	+3,482%	+$16.5M	0.03%	544
2023 Q1	$474K	Sell	10,100 -168,900	-94%	-$8.29M	﹤0.01%	2127
2022 Q4	$8.1M	Sell	179,000 -48,700	-21%	-$2.21M	0.02%	918
2022 Q3	$9.49M	Buy	227,700 +207,500	+1,027%	+$10.3M	0.02%	926
2022 Q2	$928K	Buy	20,200 +3,400	+20%	+$170K	﹤0.01%	2476
2022 Q1	$897K	Buy	+16,800	New	+$1.04M	﹤0.01%	2504

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace's C Position: Q1 2026 in Review

Marshall Wace reduced its Citigroup (C) stake by 51% in Q1 2026, selling an estimated $62.1M and leaving 527,100 shares worth $59.8M. The position accounts for 0.06% of the portfolio, ranked #304.

Marshall Wace first reported a position in C in Q2 2013 and has held it in 48 quarters since. The position peaked at $286M in Q4 2022. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Marshall Wace held 527,100 shares of Citigroup worth $59.8M as of Q1 2026.
Marshall Wace sold 545,285 Citigroup shares in Q1 2026, an estimated $62.1M.
Citigroup made up 0.06% of Marshall Wace's portfolio in Q1 2026, its #304 holding.
Marshall Wace first reported a position in Citigroup in Q2 2013 and has held it in 48 quarters since.
Marshall Wace's Citigroup position peaked at $286M in Q4 2022.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.