Pinnacle Associates’s Citigroup C Stock Holding History

Pinnacle Associates’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 Q1	$37.8M	Sell	333,255 -2,542	-0.8%	-$289K	0.49%	47
2025 Q4	$39.2M	Sell	335,797 -560	-0.2%	-$58.2K	0.5%	45
2025 Q3	$34.1M	Sell	336,357 -3,788	-1%	-$359K	0.45%	50
2025 Q2	$29M	Sell	340,145 -5,025	-1%	-$363K	0.42%	52
2025 Q1	$24.5M	Sell	345,170 -3,024	-0.9%	-$231K	0.36%	66
2024 Q4	$24.5M	Buy	348,194 +77,498	+29%	+$5.22M	0.33%	68
2024 Q3	$13.9M	Buy	270,696 +146	+0.1%	+$9.03K	0.24%	116
2024 Q2	$17.2M	Sell	270,550 -1,901	-0.7%	-$117K	0.27%	100
2024 Q1	$17.2M	Buy	272,451 +1,755	+0.6%	+$97.7K	0.27%	99
2023 Q4	$13.9M	Sell	270,696 -20,313	-7%	-$899K	0.23%	117
2023 Q3	$12M	Buy	291,009 +12,475	+4%	+$548K	0.22%	121
2023 Q2	$12.8M	Sell	278,534 -2,999	-1%	-$140K	0.22%	121
2023 Q1	$13.2M	Sell	281,533 -1,475	-0.5%	-$72.4K	0.27%	111
2022 Q4	$12.8M	Buy	283,008 +894	+0.3%	+$40.6K	0.28%	106
2022 Q3	$11.8M	Sell	282,114 -39,827	-12%	-$1.97M	0.27%	111
2022 Q2	$14.8M	Sell	321,941 -175,482	-35%	-$8.78M	0.32%	92
2022 Q1	$26.6M	Buy	497,423 +2,871	+0.6%	+$177K	0.47%	54
2021 Q4	$29.9M	Buy	494,552 +11,126	+2%	+$740K	0.52%	48
2021 Q3	$33.9M	Buy	483,426 +21,135	+5%	+$1.48M	0.63%	42
2021 Q2	$32.7M	Sell	462,291 -2,746	-0.6%	-$203K	0.59%	42
2021 Q1	$33.8M	Sell	465,037 -24,159	-5%	-$1.61M	0.65%	40
2020 Q4	$30.2M	Sell	489,196 -22,599	-4%	-$1.15M	0.61%	43
2020 Q3	$22.1M	Buy	511,795 +20,103	+4%	+$1M	0.52%	51
2020 Q2	$25.1M	Buy	491,692 +31,476	+7%	+$1.49M	0.62%	42
2020 Q1	$19.4M	Sell	460,216 -1,335	-0.3%	-$89.6K	0.59%	43
2019 Q4	$36.9M	Sell	461,551 -23,356	-5%	-$1.73M	0.81%	25
2019 Q3	$33.5M	Sell	484,907 -14,608	-3%	-$994K	0.79%	30
2019 Q2	$35M	Sell	499,515 -9,100	-2%	-$609K	0.82%	29
2019 Q1	$31.6M	Sell	508,615 -1,151	-0.2%	-$71.5K	0.71%	35
2018 Q4	$26.5M	Sell	509,766 -50,078	-9%	-$3.17M	0.69%	40
2018 Q3	$40.2M	Sell	559,844 -249	-0%	-$17.6K	0.83%	25
2018 Q2	$37.5M	Buy	560,093 +15,473	+3%	+$1.07M	0.77%	30
2018 Q1	$36.8M	Buy	544,620 +271	+0%	+$20.4K	0.72%	38
2017 Q4	$40.5M	Sell	544,349 -3,019	-0.6%	-$223K	0.78%	33
2017 Q3	$39.8M	Buy	547,368 +10,481	+2%	+$716K	0.73%	36
2017 Q2	$35.9M	Buy	536,887 +63,478	+13%	+$3.89M	0.69%	37
2017 Q1	$28.3M	Buy	473,409 +76,642	+19%	+$4.53M	0.54%	45
2016 Q4	$23.6M	Buy	396,767 +43,422	+12%	+$2.34M	0.48%	63
2016 Q3	$16.7M	Buy	353,345 +26,845	+8%	+$1.22M	0.33%	89
2016 Q2	$13.8M	Buy	326,500 +13,020	+4%	+$576K	0.3%	93
2016 Q1	$13.1M	Buy	313,480 +36,922	+13%	+$1.54M	0.28%	99
2015 Q4	$14.3M	Buy	276,558 +4,084	+1%	+$217K	0.3%	93
2015 Q3	$13.5M	Buy	272,474 +2,939	+1%	+$161K	0.3%	89
2015 Q2	$14.9M	Sell	269,535 -4,174	-2%	-$227K	0.28%	94
2015 Q1	$14.1M	Buy	273,709 +118	+0%	+$6.01K	0.26%	92
2014 Q4	$14.8M	Sell	273,591 -1,822	-0.7%	-$96.7K	0.29%	91
2014 Q3	$14.3M	Sell	275,413 -4,813	-2%	-$242K	0.29%	93
2014 Q2	$13.2M	Buy	280,226 +162,883	+139%	+$7.75M	0.26%	98
2014 Q1	$5.59M	Buy	117,343 +9,165	+8%	+$456K	0.11%	171
2013 Q4	$5.64M	Buy	108,178 +1,053	+1%	+$53.3K	0.11%	176
2013 Q3	$5.2M	Sell	107,125 -891	-0.8%	-$45K	0.11%	177
2013 Q2	$5.18M	Buy	+108,016	New	+$5.19M	0.12%	176

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Associates's C Position: Q1 2026 in Review

Pinnacle Associates reduced its Citigroup (C) stake by 0.76% in Q1 2026, selling an estimated $289K and leaving 333,255 shares worth $37.8M. The position accounts for 0.49% of the portfolio, ranked #47.

Pinnacle Associates first reported a position in C in Q2 2013 and has held it in 52 quarters since. The position peaked at $40.5M in Q4 2017. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Pinnacle Associates held 333,255 shares of Citigroup worth $37.8M as of Q1 2026.
Pinnacle Associates sold 2,542 Citigroup shares in Q1 2026, an estimated $289K.
Citigroup made up 0.49% of Pinnacle Associates's portfolio in Q1 2026, its #47 holding.
Pinnacle Associates first reported a position in Citigroup in Q2 2013 and has held it in 52 quarters since.
Pinnacle Associates's Citigroup position peaked at $40.5M in Q4 2017.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.