Massachusetts Financial Services’s Citigroup C Stock Holding History

Massachusetts Financial Services’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	$1.52B	Sell	13,354,702 -1,850,228	-12%	-$211M	0.51%	52
2025 Q4	$1.77B	Sell	15,204,930 -1,229,703	-7%	-$128M	0.57%	47
2025 Q3	$1.67B	Sell	16,434,633 -1,177,291	-7%	-$112M	0.52%	54
2025 Q2	$1.5B	Sell	17,611,924 -433,726	-2%	-$31.4M	0.48%	59
2025 Q1	$1.28B	Sell	18,045,650 -1,869,080	-9%	-$143M	0.43%	66
2024 Q4	$1.4B	Sell	19,914,730 -1,112,365	-5%	-$75M	0.44%	65
2024 Q3	$1.32B	Sell	21,027,095 -418,784	-2%	-$25.9M	0.39%	71
2024 Q2	$1.36B	Buy	21,445,879 +10,493	+0%	+$647K	0.42%	70
2024 Q1	$1.36B	Sell	21,435,386 -329,989	-2%	-$18.4M	0.41%	74
2023 Q4	$1.12B	Sell	21,765,375 -316,250	-1%	-$14M	0.36%	87
2023 Q3	$908M	Sell	22,081,625 -566,244	-3%	-$24.9M	0.32%	92
2023 Q2	$1.04B	Sell	22,647,869 -91,200	-0.4%	-$4.27M	0.34%	87
2023 Q1	$1.07B	Buy	22,739,069 +4,382,579	+24%	+$215M	0.36%	80
2022 Q4	$830M	Sell	18,356,490 -365,863	-2%	-$16.6M	0.29%	101
2022 Q3	$780M	Sell	18,722,353 -259,226	-1%	-$12.8M	0.29%	94
2022 Q2	$873M	Sell	18,981,579 -2,187,080	-10%	-$109M	0.3%	93
2022 Q1	$1.13B	Sell	21,168,659 -4,993,708	-19%	-$308M	0.34%	79
2021 Q4	$1.58B	Sell	26,162,367 -239,571	-0.9%	-$15.9M	0.43%	64
2021 Q3	$1.85B	Sell	26,401,938 -1,415,274	-5%	-$98.9M	0.54%	49
2021 Q2	$1.97B	Sell	27,817,212 -679,856	-2%	-$50.3M	0.57%	45
2021 Q1	$2.07B	Sell	28,497,068 -211,105	-0.7%	-$14.1M	0.64%	39
2020 Q4	$1.77B	Sell	28,708,173 -377,548	-1%	-$19.2M	0.57%	46
2020 Q3	$1.25B	Sell	29,085,721 -210,511	-0.7%	-$10.5M	0.45%	56
2020 Q2	$1.5B	Sell	29,296,232 -5,175,787	-15%	-$246M	0.59%	43
2020 Q1	$1.45B	Buy	34,472,019 +961,095	+3%	+$64.5M	0.69%	35
2019 Q4	$2.68B	Buy	33,510,924 +57,666	+0.2%	+$4.26M	1.01%	22
2019 Q3	$2.31B	Sell	33,453,258 -242,832	-0.7%	-$16.5M	0.93%	24
2019 Q2	$2.36B	Buy	33,696,090 +898,630	+3%	+$60.1M	0.96%	21
2019 Q1	$2.04B	Buy	32,797,460 +1,680,839	+5%	+$104M	0.86%	28
2018 Q4	$1.62B	Sell	31,116,621 -365,161	-1%	-$23.1M	0.78%	37
2018 Q3	$2.26B	Sell	31,481,782 -916,759	-3%	-$64.8M	0.93%	26
2018 Q2	$2.17B	Sell	32,398,541 -1,280,448	-4%	-$88.2M	0.93%	26
2018 Q1	$2.27B	Buy	33,678,989 +287,814	+0.9%	+$21.6M	0.97%	22
2017 Q4	$2.48B	Sell	33,391,175 -86,314	-0.3%	-$6.38M	1.04%	18
2017 Q3	$2.44B	Buy	33,477,489 +1,983,039	+6%	+$135M	1.06%	21
2017 Q2	$2.11B	Buy	31,494,450 +4,023,867	+15%	+$247M	0.93%	24
2017 Q1	$1.64B	Buy	27,470,583 +496,413	+2%	+$29.4M	0.77%	37
2016 Q4	$1.6B	Buy	26,974,170 +1,090,031	+4%	+$58.8M	0.78%	32
2016 Q3	$1.22B	Buy	25,884,139 +7,954,604	+44%	+$362M	0.6%	51
2016 Q2	$760M	Buy	17,929,535 +4,966,503	+38%	+$220M	0.38%	80
2016 Q1	$541M	Buy	12,963,032 +3,889,973	+43%	+$163M	0.28%	97
2015 Q4	$470M	Buy	9,073,059 +2,501,023	+38%	+$133M	0.25%	108
2015 Q3	$326M	Buy	6,572,036 +664,609	+11%	+$36.3M	0.18%	132
2015 Q2	$326M	Buy	5,907,427 +73,698	+1%	+$4.01M	0.17%	136
2015 Q1	$301M	Sell	5,833,729 -101,673	-2%	-$5.18M	0.15%	141
2014 Q4	$321M	Sell	5,935,402 -1,151,697	-16%	-$61.1M	0.16%	140
2014 Q3	$367M	Sell	7,087,099 -422,764	-6%	-$21.2M	0.19%	119
2014 Q2	$354M	Buy	7,509,863 +3,131,947	+72%	+$149M	0.18%	121
2014 Q1	$208M	Sell	4,377,916 -48,229	-1%	-$2.4M	0.11%	170
2013 Q4	$231M	Buy	4,426,145 +256,836	+6%	+$13M	0.13%	162
2013 Q3	$202M	Buy	4,169,309 +391,520	+10%	+$19.8M	0.13%	166
2013 Q2	$181M	Buy	+3,777,789	New	+$182M	0.12%	163

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

Massachusetts Financial Services's C Position: Q1 2026 in Review

Massachusetts Financial Services reduced its Citigroup (C) stake by 12% in Q1 2026, selling an estimated $211M and leaving 13,354,702 shares worth $1.52B. The position accounts for 0.51% of the portfolio, ranked #52.

Massachusetts Financial Services first reported a position in C in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.68B in Q4 2019. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Massachusetts Financial Services held 13,354,702 shares of Citigroup worth $1.52B as of Q1 2026.
Massachusetts Financial Services sold 1,850,228 Citigroup shares in Q1 2026, an estimated $211M.
Citigroup made up 0.51% of Massachusetts Financial Services's portfolio in Q1 2026, its #52 holding.
Massachusetts Financial Services first reported a position in Citigroup in Q2 2013 and has held it in 52 quarters since.
Massachusetts Financial Services's Citigroup position peaked at $2.68B in Q4 2019.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.