Monument Capital Management
C icon

Monument Capital Management’s Citigroup C Stock Holding History

Monument 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
Q3 		$828K Buy
6,391
+12
+0.2% +$1.62K 0.17% 119
2026
Q2 		$893K Buy
6,379
+403
+7% +$52.5K 0.18% 119
2026
Q1 		$678K Buy
5,976
+13
+0.2% +$1.48K 0.17% 111
2025
Q4 		$696K Buy
5,963
+267
+5% +$27.7K 0.17% 112
2025
Q3 		$578K Sell
5,696
-283
-5% -$26.9K 0.14% 122
2025
Q2 		$509K Buy
5,979
+2,326
+64% +$168K 0.13% 123
2025
Q1 		$259K Sell
3,653
-880
-19% -$67.1K 0.08% 163
2024
Q4 		$319K Buy
4,533
+1,006
+29% +$67.8K 0.09% 153
2024
Q3 		$221K Sell
3,527
-470
-12% -$29.1K 0.06% 180
2024
Q2 		$254K Buy
+3,997
New +$246K 0.07% 153
2022
Q3 		– Sell
-5,226
Closed -$240K – 148
2022
Q2 		$240K Sell
5,226
-982
-16% -$49.1K 0.09% 137
2022
Q1 		$331K Buy
6,208
+1,575
+34% +$97.3K 0.11% 111
2021
Q4 		$280K Sell
4,633
-7,986
-63% -$531K 0.09% 127
2021
Q3 		$886K Buy
12,619
+2,147
+21% +$150K 0.3% 78
2021
Q2 		$741K Buy
10,472
+707
+7% +$52.3K 0.26% 87
2021
Q1 		$710K Buy
+9,765
New +$652K 0.28% 75
2018
Q4 		– Sell
-56
Closed -$4K – 130
2018
Q3 		$4K Buy
+56
New +$3.96K ﹤0.01% 199

Other funds holding C

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Monument Capital Management's C Position: Q3 2026 in Review

Monument Capital Management increased its Citigroup (C) stake by 0.19% in Q3 2026, buying an estimated $1.62K and bringing the position to 6,391 shares worth $828K. The position accounts for 0.17% of the portfolio, ranked #119.

Monument Capital Management first reported a position in C in Q3 2018 and has held it in 17 quarters since. The position peaked at $893K in Q2 2026. 1,964 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Monument Capital Management held 6,391 shares of Citigroup worth $828K as of Q3 2026.
  • Monument Capital Management bought 12 Citigroup shares in Q3 2026, an estimated $1.62K.
  • Citigroup made up 0.17% of Monument Capital Management's portfolio in Q3 2026, its #119 holding.
  • Monument Capital Management first reported a position in Citigroup in Q3 2018 and has held it in 17 quarters since.
  • Monument Capital Management's Citigroup position peaked at $893K in Q2 2026.
  • 1,964 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.