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Samalin Investment Counsel’s Citigroup C Stock Holding History

Samalin Investment Counsel’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 		$809K Sell
5,779
-378
-6% -$49.2K 0.25% 95
2026
Q1 		$698K Sell
6,157
-2
-0% -$228 0.25% 118
2025
Q4 		$719K Buy
6,159
+318
+5% +$33K 0.25% 114
2025
Q3 		$593K Buy
5,841
+41
+0.7% +$3.89K 0.2% 148
2025
Q2 		$494K Buy
5,800
+522
+10% +$37.7K 0.19% 174
2025
Q1 		$375K Buy
5,278
+20
+0.4% +$1.52K 0.15% 200
2024
Q4 		$370K Buy
5,258
+23
+0.4% +$1.55K 0.16% 195
2024
Q3 		$328K Buy
5,235
+311
+6% +$19.2K 0.14% 212
2024
Q2 		$313K Buy
4,924
+317
+7% +$19.5K 0.15% 212
2024
Q1 		$291K Sell
4,607
-28
-0.6% -$1.56K 0.14% 218
2023
Q4 		$238K Sell
4,635
-328
-7% -$14.5K 0.12% 234
2023
Q3 		$204K Sell
4,963
-257
-5% -$11.3K 0.12% 236
2023
Q2 		$240K Sell
5,220
-962
-16% -$45.1K 0.13% 217
2023
Q1 		$290K Sell
6,182
-182
-3% -$8.93K 0.17% 170
2022
Q4 		$288K Sell
6,364
-1,571
-20% -$71.4K 0.18% 161
2022
Q3 		$331K Sell
7,935
-717
-8% -$35.4K 0.24% 127
2022
Q2 		$398K Buy
8,652
+1,129
+15% +$56.5K 0.28% 111
2022
Q1 		$402K Sell
7,523
-525
-7% -$32.4K 0.24% 127
2021
Q4 		$486K Sell
8,048
-178
-2% -$11.8K 0.29% 98
2021
Q3 		$577K Buy
8,226
+85
+1% +$5.94K 0.38% 78
2021
Q2 		$576K Sell
8,141
-1,871
-19% -$138K 0.37% 85
2021
Q1 		$728K Buy
10,012
+482
+5% +$32.2K 0.49% 56
2020
Q4 		$588K Sell
9,530
-149
-2% -$7.57K 0.44% 60
2020
Q3 		$417K Sell
9,679
-295
-3% -$14.7K 0.37% 85
2020
Q2 		$509K Sell
9,974
-807
-7% -$38.3K 0.53% 53
2020
Q1 		$454K Buy
10,781
+3,792
+54% +$255K 0.61% 49
2019
Q4 		$558K Buy
+6,989
New +$516K 0.47% 54

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

Samalin Investment Counsel's C Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Citigroup (C) stake by 6.1% in Q2 2026, selling an estimated $49.2K and leaving 5,779 shares worth $809K. The position accounts for 0.25% of the portfolio, ranked #95.

Samalin Investment Counsel first reported a position in C in Q4 2019 and has held it in 27 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Samalin Investment Counsel held 5,779 shares of Citigroup worth $809K as of Q2 2026.
  • Samalin Investment Counsel sold 378 Citigroup shares in Q2 2026, an estimated $49.2K.
  • Citigroup made up 0.25% of Samalin Investment Counsel's portfolio in Q2 2026, its #95 holding.
  • Samalin Investment Counsel first reported a position in Citigroup in Q4 2019 and has held it in 27 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.