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Patten Group’s Citigroup C Stock Holding History

Patten Group’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 		$835K Buy
5,966
+539
+10% +$70.2K 0.13% 172
2026
Q1 		$616K Buy
5,427
+53
+1% +$6.04K 0.11% 178
2025
Q4 		$627K Buy
5,374
+386
+8% +$40.1K 0.12% 171
2025
Q3 		$506K Buy
4,988
+252
+5% +$23.9K 0.1% 184
2025
Q2 		$403K Buy
4,736
+402
+9% +$29.1K 0.09% 206
2025
Q1 		$308K Buy
4,334
+1,353
+45% +$103K 0.07% 224
2024
Q4 		$210K Buy
+2,981
New +$201K 0.05% 248
2019
Q1 		– Sell
-1,887
Closed -$98K – 241
2018
Q4 		$98K Sell
1,887
-3,040
-62% -$192K 0.05% 218
2018
Q3 		$353K Buy
4,927
+1,166
+31% +$82.4K 0.13% 148
2018
Q2 		$252K Buy
3,761
+2,256
+150% +$155K 0.1% 173
2018
Q1 		$102K Sell
1,505
-225
-13% -$16.9K 0.04% 246
2017
Q4 		$129K Sell
1,730
-980
-36% -$72.5K 0.05% 225
2017
Q3 		$197K Buy
2,710
+200
+8% +$13.7K 0.08% 195
2017
Q2 		$173K Buy
2,510
+745
+42% +$45.7K 0.07% 204
2017
Q1 		$105K Buy
1,765
+110
+7% +$6.51K 0.05% 238
2016
Q4 		$95K Sell
1,655
-771
-32% -$41.6K 0.04% 249
2016
Q3 		$118K Buy
2,426
+265
+12% +$12.1K 0.06% 220
2016
Q2 		$91.6K Sell
2,161
-780
-27% -$34.5K 0.04% 244
2016
Q1 		$123K Buy
2,941
+471
+19% +$19.7K 0.06% 210
2015
Q4 		$128K Buy
2,470
+90
+4% +$4.78K 0.06% 205
2015
Q3 		$118K Buy
2,380
+1,060
+80% +$57.9K 0.06% 214
2015
Q2 		$72.9K Buy
+1,320
New +$71.8K 0.03% 258

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

Patten Group's C Position: Q2 2026 in Review

Patten Group increased its Citigroup (C) stake by 9.9% in Q2 2026, buying an estimated $70.2K and bringing the position to 5,966 shares worth $835K. The position accounts for 0.13% of the portfolio, ranked #172.

Patten Group first reported a position in C in Q2 2015 and has held it in 22 quarters since. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Patten Group held 5,966 shares of Citigroup worth $835K as of Q2 2026.
  • Patten Group bought 539 Citigroup shares in Q2 2026, an estimated $70.2K.
  • Citigroup made up 0.13% of Patten Group's portfolio in Q2 2026, its #172 holding.
  • Patten Group first reported a position in Citigroup in Q2 2015 and has held it in 22 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.