MCB
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Morton Community Bank’s Citigroup C Stock Holding History

Morton Community Bank’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 		$5.58M Buy
49,189
+1,615
+3% +$184K 1.21% 24
2025
Q4 		$5.5M Buy
47,574
+235
+0.5% +$24.4K 1.19% 22
2025
Q3 		$4.79M Buy
47,339
+1,175
+3% +$111K 1.11% 24
2025
Q2 		$3.93M Buy
46,164
+2,725
+6% +$197K 0.98% 45
2025
Q1 		$3.08M Buy
+43,439
New +$3.31M 0.81% 73

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morton Community Bank's C Position: Q1 2026 in Review

Morton Community Bank increased its Citigroup (C) stake by 3.4% in Q1 2026, buying an estimated $184K and bringing the position to 49,189 shares worth $5.58M. The position accounts for 1.21% of the portfolio, ranked #24.

Morton Community Bank first reported a position in C in Q1 2025 and has held it in 5 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Morton Community Bank held 49,189 shares of Citigroup worth $5.58M as of Q1 2026.
  • Morton Community Bank bought 1,615 Citigroup shares in Q1 2026, an estimated $184K.
  • Citigroup made up 1.21% of Morton Community Bank's portfolio in Q1 2026, its #24 holding.
  • Morton Community Bank first reported a position in Citigroup in Q1 2025 and has held it in 5 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.