Morse Asset Management’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$785K Buy
5,606
+2,695
+93% +$351K 0.13% 113
2026
Q1
$330K Buy
2,911
+1,839
+172% +$209K 0.07% 138
2025
Q4
$125K Buy
1,072
+220
+26% +$22.8K 0.03% 168
2025
Q3
$86.5K Buy
852
+695
+443% +$65.9K 0.02% 180
2025
Q2
$13.4K Buy
+157
New +$11.3K ﹤0.01% 247

Other funds holding C

Morse Asset Management's C Position: Q2 2026 in Review

Morse Asset Management increased its Citigroup (C) stake by 93% in Q2 2026, buying an estimated $351K and bringing the position to 5,606 shares worth $785K. The position accounts for 0.13% of the portfolio, ranked #113.

Morse Asset Management first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Morse Asset Management held 5,606 shares of Citigroup worth $785K as of Q2 2026.
  • Morse Asset Management bought 2,695 Citigroup shares in Q2 2026, an estimated $351K.
  • Citigroup made up 0.13% of Morse Asset Management's portfolio in Q2 2026, its #113 holding.
  • Morse Asset Management first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.