MPA
C icon

Marvin & Palmer Associates’s Citigroup C Stock Holding History

Marvin & Palmer Associates’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 		$11M Buy
78,786
+45,496
+137% +$5.92M 6.94% 3
2026
Q1 		$3.78M Sell
33,290
-50,676
-60% -$5.77M 4.52% 6
2025
Q4 		$9.8M Buy
83,966
+7,686
+10% +$798K 6.92% 2
2025
Q3 		$7.72M Buy
+76,280
New +$7.24M 5.74% 8

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marvin & Palmer Associates's C Position: Q2 2026 in Review

Marvin & Palmer Associates increased its Citigroup (C) stake by 137% in Q2 2026, buying an estimated $5.92M and bringing the position to 78,786 shares worth $11M. The position accounts for 6.94% of the portfolio, ranked #3.

Marvin & Palmer Associates first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Marvin & Palmer Associates held 78,786 shares of Citigroup worth $11M as of Q2 2026.
  • Marvin & Palmer Associates bought 45,496 Citigroup shares in Q2 2026, an estimated $5.92M.
  • Citigroup made up 6.94% of Marvin & Palmer Associates's portfolio in Q2 2026, its #3 holding.
  • Marvin & Palmer Associates first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Marvin & Palmer Associates's 13F filing for Q2 2026, filed 7 Aug 2026.