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Principal Securities’s Citigroup C Stock Holding History

Principal Securities’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 		$7.82M Sell
55,851
-2,145
-4% -$279K 0.09% 194
2026
Q1 		$6.58M Sell
57,996
-2,860
-5% -$326K 0.1% 195
2025
Q4 		$7.1M Buy
60,856
+5,214
+9% +$541K 0.11% 174
2025
Q3 		$5.65M Sell
55,642
-3,744
-6% -$355K 0.09% 209
2025
Q2 		$5.05M Buy
59,386
+14,705
+33% +$1.06M 0.1% 203
2025
Q1 		$3.15M Hold
44,681
– – 0.07% 263
2024
Q4 		$3.15M Buy
44,681
+4,951
+12% +$334K 0.07% 262
2024
Q3 		$2.49M Buy
39,730
+2,589
+7% +$160K 0.06% 281
2024
Q2 		$2.36M Buy
37,141
+6,751
+22% +$416K 0.07% 270
2024
Q1 		$1.92M Buy
30,390
+4,777
+19% +$266K 0.06% 281
2023
Q4 		$1.32M Buy
+25,613
New +$1.13M 0.05% 342

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

Principal Securities's C Position: Q2 2026 in Review

Principal Securities reduced its Citigroup (C) stake by 3.7% in Q2 2026, selling an estimated $279K and leaving 55,851 shares worth $7.82M. The position accounts for 0.09% of the portfolio, ranked #194.

Principal Securities first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,635 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Principal Securities held 55,851 shares of Citigroup worth $7.82M as of Q2 2026.
  • Principal Securities sold 2,145 Citigroup shares in Q2 2026, an estimated $279K.
  • Citigroup made up 0.09% of Principal Securities's portfolio in Q2 2026, its #194 holding.
  • Principal Securities first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,635 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.