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New York Life Investment Management’s Citigroup C Stock Holding History

New York Life Investment 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 		$33.3M Sell
237,658
-9,691
-4% -$1.26M 0.23% 84
2026
Q1 		$28.1M Sell
247,349
-5,277
-2% -$601K 0.24% 77
2025
Q4 		$29.5M Sell
252,626
-15,554
-6% -$1.62M 0.25% 77
2025
Q3 		$27.2M Sell
268,180
-10,799
-4% -$1.02M 0.24% 81
2025
Q2 		$23.7M Buy
278,979
+2,041
+0.7% +$148K 0.22% 91
2025
Q1 		$19.7M Sell
276,938
-3,326
-1% -$254K 0.2% 105
2024
Q4 		$19.7M Sell
280,264
-3,026
-1% -$204K 0.19% 104
2024
Q3 		$17.7M Sell
283,290
-8,958
-3% -$554K 0.17% 116
2024
Q2 		$18.5M Buy
292,248
+3,170
+1% +$195K 0.19% 111
2024
Q1 		$18.3M Sell
289,078
-11,850
-4% -$659K 0.18% 103
2023
Q4 		$15.5M Sell
300,928
-75
-0% -$3.32K 0.16% 126
2023
Q3 		$12.4M Sell
301,003
-4,322
-1% -$190K 0.13% 143
2023
Q2 		$14.1M Sell
305,325
-1,040
-0.3% -$48.7K 0.15% 138
2023
Q1 		$14.4M Sell
306,365
-31
-0% -$1.52K 0.16% 138
2022
Q4 		$13.9M Sell
306,396
-67
-0% -$3.04K 0.16% 147
2022
Q3 		$12.8M Sell
306,463
-2,728
-0.9% -$135K 0.15% 142
2022
Q2 		$14.2M Buy
+309,191
New +$15.5M 0.16% 132
2015
Q4 		– Sell
-6,109
Closed -$303K – 74
2015
Q3 		$303K Buy
6,109
+161
+3% +$8.79K 0.03% 168
2015
Q2 		$329K Sell
5,948
-626
-10% -$34.1K 0.04% 154
2015
Q1 		$339K Buy
6,574
+2,171
+49% +$111K 0.04% 151
2014
Q4 		$238K Buy
+4,403
New +$234K 0.03% 180

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

New York Life Investment Management's C Position: Q2 2026 in Review

New York Life Investment Management reduced its Citigroup (C) stake by 3.9% in Q2 2026, selling an estimated $1.26M and leaving 237,658 shares worth $33.3M. The position accounts for 0.23% of the portfolio, ranked #84.

New York Life Investment Management first reported a position in C in Q4 2014 and has held it in 21 quarters since. 2,049 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • New York Life Investment Management held 237,658 shares of Citigroup worth $33.3M as of Q2 2026.
  • New York Life Investment Management sold 9,691 Citigroup shares in Q2 2026, an estimated $1.26M.
  • Citigroup made up 0.23% of New York Life Investment Management's portfolio in Q2 2026, its #84 holding.
  • New York Life Investment Management first reported a position in Citigroup in Q4 2014 and has held it in 21 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.