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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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