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Proficio Capital Partners’s Citigroup C Stock Holding History

Proficio Capital 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 		$960K Buy
+6,860
New +$893K 0.03% 213
2025
Q3 		– Sell
-4,831
Closed -$411K – 251
2025
Q2 		$411K Buy
4,831
+568
+13% +$41.1K 0.03% 276
2025
Q1 		$303K Buy
4,263
+372
+10% +$28.4K 0.02% 292
2024
Q4 		$274K Buy
+3,891
New +$262K 0.02% 282
2022
Q1 		– Sell
-4,488
Closed -$271K – 286
2021
Q4 		$271K Sell
4,488
-579
-11% -$38.5K 0.04% 234
2021
Q3 		$356K Buy
5,067
+960
+23% +$67.1K 0.05% 184
2021
Q2 		$291K Sell
4,107
-677
-14% -$50.1K 0.04% 213
2021
Q1 		$348K Buy
4,784
+888
+23% +$59.3K 0.05% 173
2020
Q4 		$240K Sell
3,896
-1,462
-27% -$74.3K 0.04% 159
2020
Q3 		$206K Sell
5,358
-19,581
-79% -$975K 0.04% 162
2020
Q2 		$1.27M Buy
24,939
+52
+0.2% +$2.47K 0.26% 52
2020
Q1 		$928K Buy
24,887
+1,033
+4% +$69.3K 0.23% 59
2019
Q4 		$1.91M Buy
23,854
+162
+0.7% +$12K 0.55% 36
2019
Q3 		$1.64M Sell
23,692
-801
-3% -$54.5K 0.61% 35
2019
Q2 		$1.72M Buy
24,493
+927
+4% +$62K 0.59% 36
2019
Q1 		$1.47M Buy
23,566
+1,005
+4% +$62.4K 0.52% 42
2018
Q4 		$1.18M Buy
22,561
+4,223
+23% +$267K 0.52% 43
2018
Q3 		$1.32M Buy
18,338
+28
+0.2% +$1.98K 0.43% 43
2018
Q2 		$1.23M Buy
18,310
+791
+5% +$54.5K 0.5% 41
2018
Q1 		$1.18M Buy
17,519
+14
+0.1% +$1.05K 0.35% 51
2017
Q4 		$1.3M Buy
17,505
+26
+0.1% +$1.92K 0.42% 43
2017
Q3 		$1.27M Sell
17,479
-2
-0% -$137 0.51% 41
2017
Q2 		$1.21M Buy
17,481
+839
+5% +$51.5K 0.5% 44
2017
Q1 		$1.04M Buy
16,642
+1,279
+8% +$75.6K 0.45% 57
2016
Q4 		$913K Buy
15,363
+307
+2% +$16.6K 0.39% 57
2016
Q3 		$711K Buy
15,056
+100
+0.7% +$4.55K 0.41% 70
2016
Q2 		$659K Buy
14,956
+586
+4% +$25.9K 0.41% 70
2016
Q1 		$600K Sell
14,370
-367
-2% -$15.3K 0.5% 57
2015
Q4 		$763K Buy
+14,737
New +$782K 0.75% 40

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

Proficio Capital Partners's C Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Citigroup (C) in Q2 2026: 6,860 shares worth $960K. The stake represents 0.03% of the portfolio and ranks #213 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in C as recently as Q2 2025.

Proficio Capital Partners first reported a position in C in Q4 2015 and has held it in 29 quarters since. The position peaked at $1.91M in Q4 2019. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Proficio Capital Partners held 6,860 shares of Citigroup worth $960K as of Q2 2026.
  • Citigroup was a new Proficio Capital Partners position in Q2 2026.
  • Citigroup made up 0.03% of Proficio Capital Partners's portfolio in Q2 2026, its #213 holding.
  • Proficio Capital Partners first reported a position in Citigroup in Q4 2015 and has held it in 29 quarters since.
  • Proficio Capital Partners's Citigroup position peaked at $1.91M in Q4 2019.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.