Roble Belko & Company’s Citigroup C Stock Holding History

Roble Belko & Company’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	$477K	Hold	4,204	–	–	0.06%	83
2025 Q4	$491K	Buy	4,204 +202	+5%	+$21K	0.06%	84
2025 Q3	$406K	Buy	4,002 +2	+0.1%	+$190	0.06%	81
2025 Q2	$340K	Hold	4,000	–	–	0.05%	91
2025 Q1	$284K	Hold	4,000	–	–	0.05%	93
2024 Q4	$282K	Hold	4,000	–	–	0.04%	95
2024 Q3	$250K	Hold	4,000	–	–	0.04%	95
2024 Q2	$254K	Hold	4,000	–	–	0.04%	96
2024 Q1	$253K	Hold	4,000	–	–	0.04%	91
2023 Q4	$206K	Hold	4,000	–	–	0.04%	90
2023 Q3	$165K	Hold	4,000	–	–	0.03%	95
2023 Q2	$184K	Hold	4,000	–	–	0.04%	91
2023 Q1	$188K	Hold	4,000	–	–	0.04%	96
2022 Q4	$181K	Hold	4,000	–	–	0.04%	98
2022 Q3	$167K	Hold	4,000	–	–	0.04%	97
2022 Q2	$184K	Sell	4,000 -13	-0.3%	-$650	0.04%	97
2022 Q1	$214K	Sell	4,013 -100	-2%	-$6.18K	0.04%	99
2021 Q4	$248K	Hold	4,113	–	–	0.05%	91
2021 Q3	$289K	Hold	4,113	–	–	0.06%	70
2021 Q2	$291K	Hold	4,113	–	–	0.07%	75
2021 Q1	$299K	Hold	4,113	–	–	0.07%	68
2020 Q4	$254K	Hold	4,113	–	–	0.07%	75
2020 Q3	$177K	Hold	4,113	–	–	0.05%	87
2020 Q2	$210K	Hold	4,113	–	–	0.06%	84
2020 Q1	$173K	Hold	4,113	–	–	0.06%	89
2019 Q4	$329K	Sell	4,113 -98	-2%	-$7.24K	0.09%	69
2019 Q3	$291K	Buy	4,211 +1	+0%	+$68	0.09%	65
2019 Q2	$295K	Buy	4,210 +4,000	+1,905%	+$268K	0.09%	63
2019 Q1	$13K	Buy	210 +1	+0.5%	+$62	﹤0.01%	200
2018 Q4	$11K	Buy	209 +1	+0.5%	+$63	﹤0.01%	193
2018 Q3	$15K	Hold	208	–	–	0.01%	182
2018 Q2	$14K	Buy	208 +1	+0.5%	+$69	0.01%	191
2018 Q1	$14K	Hold	207	–	–	0.01%	197
2017 Q4	$15K	Buy	207 +1	+0.5%	+$74	0.01%	194
2017 Q3	$15K	Hold	206	–	–	0.01%	157
2017 Q2	$14K	Hold	206	–	–	0.01%	162
2017 Q1	$12K	Buy	206 +14	+7%	+$828	0.01%	175
2016 Q4	$11K	Sell	192 -134	-41%	-$7.23K	0.01%	195
2016 Q3	$15K	Buy	326 +24	+8%	+$1.09K	0.01%	182
2016 Q2	$13K	Hold	302	–	–	0.01%	178
2016 Q1	$13K	Buy	302 +100	+50%	+$4.18K	0.01%	151
2015 Q4	$10K	Buy	202 +10	+5%	+$531	0.01%	145
2015 Q3	$10K	Buy	192 +1	+0.5%	+$55	0.01%	138
2015 Q2	$11K	Sell	191 -100	-34%	-$5.44K	0.01%	153
2015 Q1	$15K	Buy	+291	New	+$14.8K	0.01%	144

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

Roble Belko & Company's C Position: Q1 2026 in Review

Roble Belko & Company held its Citigroup (C) position steady in Q1 2026 at 4,204 shares worth $477K. The position accounts for 0.06% of the portfolio, ranked #83.

Roble Belko & Company first reported a position in C in Q1 2015 and has held it in 45 quarters since. The position peaked at $491K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Roble Belko & Company held 4,204 shares of Citigroup worth $477K as of Q1 2026.
Roble Belko & Company left its Citigroup share count unchanged in Q1 2026.
Citigroup made up 0.06% of Roble Belko & Company's portfolio in Q1 2026, its #83 holding.
Roble Belko & Company first reported a position in Citigroup in Q1 2015 and has held it in 45 quarters since.
Roble Belko & Company's Citigroup position peaked at $491K in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.