Morton Capital Management’s Citigroup C Stock Holding History

Morton 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 Q2	$259K	Buy	+1,850	New	+$241K	0.04%	128

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Morton Capital Management's C Position: Q2 2026 in Review

Morton Capital Management opened a new position in Citigroup (C) in Q2 2026: 1,850 shares worth $259K. The stake represents 0.04% of the portfolio and ranks #128 among its holdings.

723 funds tracked by Wall St. Rank hold C as of Q2 2026.

Morton Capital Management held 1,850 shares of Citigroup worth $259K as of Q2 2026.
Citigroup was a new Morton Capital Management position in Q2 2026.
Citigroup made up 0.04% of Morton Capital Management's portfolio in Q2 2026, its #128 holding.
723 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.