Parnassus Investments’s Citigroup C Stock Holding History

Parnassus Investments’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	$115M	Sell	820,903 -168,255	-17%	-$21.9M	0.31%	54
2026 Q1	$112M	Sell	989,158 -15	-0%	-$1.71K	0.33%	49
2025 Q4	$115M	Sell	989,173 -45,769	-4%	-$4.75M	0.3%	48
2025 Q3	$105M	Buy	1,034,942 +13,573	+1%	+$1.29M	0.24%	55
2025 Q2	$86.9M	Sell	1,021,369 -231,067	-18%	-$16.7M	0.2%	65
2025 Q1	$88.9M	Sell	1,252,436 -473,251	-27%	-$36.1M	0.21%	69
2024 Q4	$121M	Hold	1,725,687	–	–	0.27%	53
2024 Q3	$108M	Sell	1,725,687 -196,400	-10%	-$12.1M	0.23%	60
2024 Q2	$122M	Hold	1,922,087	–	–	0.27%	51
2024 Q1	$122M	Hold	1,922,087	–	–	0.26%	55
2023 Q4	$98.9M	Hold	1,922,087	–	–	0.22%	81
2023 Q3	$79.1M	Hold	1,922,087	–	–	0.19%	90
2023 Q2	$88.5M	Hold	1,922,087	–	–	0.21%	85
2023 Q1	$90.1M	Buy	1,922,087 +419,534	+28%	+$20.6M	0.22%	82
2022 Q4	$68M	Buy	+1,502,553	New	+$68.3M	0.17%	92

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

Parnassus Investments's C Position: Q2 2026 in Review

Parnassus Investments reduced its Citigroup (C) stake by 17% in Q2 2026, selling an estimated $21.9M and leaving 820,903 shares worth $115M. The position accounts for 0.31% of the portfolio, ranked #54.

Parnassus Investments first reported a position in C in Q4 2022 and has held it in 15 quarters since. The position peaked at $122M in Q2 2024. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

Parnassus Investments held 820,903 shares of Citigroup worth $115M as of Q2 2026.
Parnassus Investments sold 168,255 Citigroup shares in Q2 2026, an estimated $21.9M.
Citigroup made up 0.31% of Parnassus Investments's portfolio in Q2 2026, its #54 holding.
Parnassus Investments first reported a position in Citigroup in Q4 2022 and has held it in 15 quarters since.
Parnassus Investments's Citigroup position peaked at $122M in Q2 2024.
2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Parnassus Investments's 13F filing for Q2 2026, filed 29 Jul 2026.