RIM
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RW Investment Management’s Citigroup C Stock Holding History

RW Investment Management’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 		$365K Hold
2,607
– – 0.03% 85
2026
Q1 		$296K Buy
+2,607
New +$297K 0.03% 91
2025
Q3 		$265K Sell
2,607
-176
-6% -$16.7K 0.03% 93
2025
Q2 		$237K Buy
+2,783
New +$201K 0.03% 98

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

RW Investment Management's C Position: Q2 2026 in Review

RW Investment Management held its Citigroup (C) position steady in Q2 2026 at 2,607 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #85.

RW Investment Management first reported a position in C in Q2 2025 and has held it in 4 quarters since. 2,640 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • RW Investment Management held 2,607 shares of Citigroup worth $365K as of Q2 2026.
  • RW Investment Management left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.03% of RW Investment Management's portfolio in Q2 2026, its #85 holding.
  • RW Investment Management first reported a position in Citigroup in Q2 2025 and has held it in 4 quarters since.
  • 2,640 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.