Prelude Capital Management’s Citigroup C Stock Holding History

Prelude 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
2022 Q1	–	Sell	-14,700	Closed	-$888K	–	1863
2021 Q4	$888K	Sell	14,700 -13,400	-48%	-$891K	0.02%	674
2021 Q3	$1.97M	Sell	28,100 -5,600	-17%	-$391K	0.05%	314
2021 Q2	$2.38M	Sell	33,700 -10,800	-24%	-$799K	0.07%	241
2021 Q1	$3.24M	Sell	44,500 -135,800	-75%	-$9.07M	0.08%	184
2020 Q4	$11.1M	Buy	+180,300	New	+$9.17M	0.28%	38
2020 Q3	–	Sell	-118,500	Closed	-$6.05M	–	1859
2020 Q2	$6.05M	Buy	118,500 +48,400	+69%	+$2.3M	0.33%	46
2020 Q1	$2.95M	Buy	+70,100	New	+$4.71M	0.2%	63
2019 Q4	–	Sell	-43,300	Closed	-$2.99M	–	1939
2019 Q3	$2.99M	Buy	+43,300	New	+$2.95M	0.13%	114
2019 Q2	–	Sell	-3,000	Closed	-$187K	–	1705
2019 Q1	$187K	Sell	3,000 -6,000	-67%	-$373K	0.01%	730
2018 Q4	$469K	Buy	+9,000	New	+$570K	0.03%	484
2016 Q2	–	Sell	-29,400	Closed	-$1.23M	–	1586
2016 Q1	$1.23M	Buy	+29,400	New	+$1.23M	0.17%	140
2014 Q1	–	Sell	-1,000	Closed	-$52K	–	1877
2013 Q4	$52K	Buy	+1,000	New	+$50.6K	0.01%	1029

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

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

Prelude Capital Management increased its Citigroup (C) stake by 227% in Q2 2026, buying an estimated $894K and bringing the position to 9,903 shares worth $1.39M. The position accounts for 0.1% of the portfolio, ranked #236.

Prelude Capital Management first reported a position in C in Q2 2013 and has held it in 40 quarters since. The position peaked at $4.51M in Q1 2025. 2,640 funds tracked by Wall St. Rank hold C as of Q2 2026.

Prelude Capital Management held 9,903 shares of Citigroup worth $1.39M as of Q2 2026.
Prelude Capital Management bought 6,870 Citigroup shares in Q2 2026, an estimated $894K.
Citigroup made up 0.1% of Prelude Capital Management's portfolio in Q2 2026, its #236 holding.
Prelude Capital Management first reported a position in Citigroup in Q2 2013 and has held it in 40 quarters since.
Prelude Capital Management's Citigroup position peaked at $4.51M in Q1 2025.
2,640 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.