Marsico Capital Management’s Citigroup C Stock Holding History

Marsico 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	$106M	Sell	759,538 -54,683	-7%	-$7.12M	2.77%	15
2026 Q1	$92.3M	Sell	814,221 -22,508	-3%	-$2.56M	2.71%	16
2025 Q4	$97.6M	Buy	836,729 +119,835	+17%	+$12.4M	2.72%	16
2025 Q3	$72.8M	Buy	+716,894	New	+$68M	1.87%	17
2016 Q1	–	Sell	-342,569	Closed	-$17.7M	–	87
2015 Q4	$17.7M	Sell	342,569 -156,671	-31%	-$8.31M	0.31%	49
2015 Q3	$24.8M	Sell	499,240 -67,141	-12%	-$3.67M	0.26%	51
2015 Q2	$31.3M	Sell	566,381 -18,316	-3%	-$996K	0.28%	52
2015 Q1	$30.1M	Buy	584,697 +25,203	+5%	+$1.28M	0.25%	51
2014 Q4	$30.3M	Sell	559,494 -33,516	-6%	-$1.78M	0.24%	45
2014 Q3	$30.7M	Buy	+593,010	New	+$29.8M	0.24%	48
2014 Q2	–	Sell	-1,387,512	Closed	-$66M	–	92
2014 Q1	$66M	Sell	1,387,512 -8,512,634	-86%	-$424M	0.48%	43
2013 Q4	$516M	Sell	9,900,146 -85,286	-0.9%	-$4.32M	3.65%	7
2013 Q3	$484M	Sell	9,985,432 -2,076,719	-17%	-$105M	3.58%	5
2013 Q2	$579M	Buy	+12,062,151	New	+$580M	3.63%	4

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

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

Marsico Capital Management reduced its Citigroup (C) stake by 6.7% in Q2 2026, selling an estimated $7.12M and leaving 759,538 shares worth $106M. The position accounts for 2.77% of the portfolio, ranked #15.

Marsico Capital Management first reported a position in C in Q2 2013 and has held it in 14 quarters since. The position peaked at $579M in Q2 2013. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

Marsico Capital Management held 759,538 shares of Citigroup worth $106M as of Q2 2026.
Marsico Capital Management sold 54,683 Citigroup shares in Q2 2026, an estimated $7.12M.
Citigroup made up 2.77% of Marsico Capital Management's portfolio in Q2 2026, its #15 holding.
Marsico Capital Management first reported a position in Citigroup in Q2 2013 and has held it in 14 quarters since.
Marsico Capital Management's Citigroup position peaked at $579M in Q2 2013.
2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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