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Osbon Capital Management’s Citigroup C Stock Holding History

Osbon 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 		$139 Sell
1
-2,804
-100% -$365K ﹤0.01% 424
2026
Q1 		$318K Buy
2,805
+2,804
+280,400% +$319K 0.26% 49
2025
Q4 		$117 Buy
+1
New +$104 ﹤0.01% 351

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Osbon Capital Management reduced its Citigroup (C) stake by 100% in Q2 2026, selling an estimated $365K and leaving 1 share worth $139. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Osbon Capital Management first reported a position in C in Q4 2025 and has held it in 3 quarters since. The position peaked at $318K in Q1 2026. 2,639 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Osbon Capital Management held 1 share of Citigroup worth $139 as of Q2 2026.
  • Osbon Capital Management sold 2,804 Citigroup shares in Q2 2026, an estimated $365K.
  • Citigroup made up ﹤0.01% of Osbon Capital Management's portfolio in Q2 2026, its #424 holding.
  • Osbon Capital Management first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • Osbon Capital Management's Citigroup position peaked at $318K in Q1 2026.
  • 2,639 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.