Ogorek Anthony Joseph’s Citigroup C Stock Holding History

Ogorek Anthony Joseph’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	$118K	Hold	850	–	–	0.03%	109
2026 Q1	$96K	Sell	850 -99	-10%	-$11.3K	0.03%	110
2025 Q4	$110K	Sell	949 -344	-27%	-$35.7K	0.03%	101
2025 Q3	$131K	Sell	1,293 -98	-7%	-$9.3K	0.04%	94
2025 Q2	$118K	Sell	1,391 -395	-22%	-$28.6K	0.04%	91
2025 Q1	$126K	Buy	1,786 +1,766	+8,830%	+$135K	0.04%	84
2024 Q4	$1K	Hold	20	–	–	﹤0.01%	289
2024 Q3	$1K	Buy	+20	New	+$1.24K	﹤0.01%	258
2022 Q1	–	Sell	-476	Closed	-$28K	–	247
2021 Q4	$28K	Hold	476	–	–	0.01%	106
2021 Q3	$33K	Hold	476	–	–	0.02%	93
2021 Q2	$33K	Hold	476	–	–	0.01%	92
2021 Q1	$34K	Hold	476	–	–	0.02%	80
2020 Q4	$29K	Hold	476	–	–	0.02%	76
2020 Q3	$20K	Hold	476	–	–	0.01%	83
2020 Q2	$24K	Hold	476	–	–	0.02%	65
2020 Q1	$20K	Hold	476	–	–	0.01%	69
2019 Q4	$38K	Buy	+476	New	+$35.2K	0.02%	49

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ogorek Anthony Joseph's C Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Citigroup (C) position steady in Q2 2026 at 850 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #109.

Ogorek Anthony Joseph first reported a position in C in Q4 2019 and has held it in 17 quarters since. The position peaked at $131K in Q3 2025. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

Ogorek Anthony Joseph held 850 shares of Citigroup worth $118K as of Q2 2026.
Ogorek Anthony Joseph left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.03% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #109 holding.
Ogorek Anthony Joseph first reported a position in Citigroup in Q4 2019 and has held it in 17 quarters since.
Ogorek Anthony Joseph's Citigroup position peaked at $131K in Q3 2025.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.