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North Star Investment Management’s Citigroup C Stock Holding History

North Star 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
2016
Q4 		– Sell
-2,500
Closed -$118K – 943
2016
Q3 		$118K Buy
+2,500
New +$114K 0.02% 325

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

North Star Investment Management's C Position: Q2 2026 in Review

North Star Investment Management increased its Citigroup (C) stake by 5.3% in Q2 2026, buying an estimated $72.1K and bringing the position to 11,040 shares worth $1.55M. The position accounts for 0.08% of the portfolio, ranked #217.

North Star Investment Management first reported a position in C in Q2 2013 and has held it in 53 quarters since. 1,647 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • North Star Investment Management held 11,040 shares of Citigroup worth $1.55M as of Q2 2026.
  • North Star Investment Management bought 554 Citigroup shares in Q2 2026, an estimated $72.1K.
  • Citigroup made up 0.08% of North Star Investment Management's portfolio in Q2 2026, its #217 holding.
  • North Star Investment Management first reported a position in Citigroup in Q2 2013 and has held it in 53 quarters since.
  • 1,647 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.