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Rossmore Private Capital’s Citigroup C Stock Holding History

Rossmore Private Capital’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 		$476K Sell
4,200
-900
-18% -$102K 0.04% 206
2025
Q4 		$595K Buy
+5,100
New +$530K 0.05% 191

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rossmore Private Capital's C Position: Q1 2026 in Review

Rossmore Private Capital reduced its Citigroup (C) stake by 8.6% in Q1 2026, selling an estimated $102K and leaving 9,566 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #137.

Rossmore Private Capital first reported a position in C in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.22M in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Rossmore Private Capital held 9,566 shares of Citigroup worth $1.08M as of Q1 2026.
  • Rossmore Private Capital sold 900 Citigroup shares in Q1 2026, an estimated $102K.
  • Citigroup made up 0.1% of Rossmore Private Capital's portfolio in Q1 2026, its #137 holding.
  • Rossmore Private Capital first reported a position in Citigroup in Q4 2017 and has held it in 19 quarters since.
  • Rossmore Private Capital's Citigroup position peaked at $1.22M in Q4 2025.
  • 2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Rossmore Private Capital's 13F filing for Q1 2026, filed 1 May 2026.