Principal Street Partners’s Citigroup C Stock Holding History

Principal Street Partners’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	$497K	Hold	3,551	–	–	0.07%	147
2026 Q1	$403K	Sell	3,551 -489	-12%	-$55.7K	0.07%	149
2025 Q4	$471K	Hold	4,040	–	–	0.08%	134
2025 Q3	$410K	Sell	4,040 -3,327	-45%	-$316K	0.07%	156
2025 Q2	$627K	Buy	7,367 +2,526	+52%	+$183K	0.06%	176
2025 Q1	$344K	Buy	4,841 +79	+2%	+$6.02K	0.06%	159
2024 Q4	$335K	Sell	4,762 -296	-6%	-$19.9K	0.07%	155
2024 Q3	$318K	Sell	5,058 -18	-0.4%	-$1.11K	0.05%	171
2024 Q2	$322K	Hold	5,076	–	–	0.06%	172
2024 Q1	$321K	Sell	5,076 -186	-4%	-$10.3K	0.06%	172
2023 Q4	$271K	Buy	+5,262	New	+$233K	0.07%	173
2020 Q1	–	Sell	-99,889	Closed	-$7.98M	–	140
2019 Q4	$7.98M	Buy	+99,889	New	+$7.38M	1.78%	16

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

Principal Street Partners's C Position: Q2 2026 in Review

Principal Street Partners held its Citigroup (C) position steady in Q2 2026 at 3,551 shares worth $497K. The position accounts for 0.07% of the portfolio, ranked #147.

Principal Street Partners first reported a position in C in Q4 2019 and has held it in 12 quarters since. The position peaked at $7.98M in Q4 2019. 2,641 funds tracked by Wall St. Rank hold C as of Q2 2026.

Principal Street Partners held 3,551 shares of Citigroup worth $497K as of Q2 2026.
Principal Street Partners left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.07% of Principal Street Partners's portfolio in Q2 2026, its #147 holding.
Principal Street Partners first reported a position in Citigroup in Q4 2019 and has held it in 12 quarters since.
Principal Street Partners's Citigroup position peaked at $7.98M in Q4 2019.
2,641 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.