SAM
C icon

Satovsky Asset Management’s Citigroup C Stock Holding History

Satovsky Asset 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
Q1 		$223K Buy
1,968
+18
+0.9% +$2.05K 0.04% 68
2025
Q4 		$228K Buy
+1,950
New +$203K 0.04% 66

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

Satovsky Asset Management's C Position: Q1 2026 in Review

Satovsky Asset Management increased its Citigroup (C) stake by 0.92% in Q1 2026, buying an estimated $2.05K and bringing the position to 1,968 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #68.

Satovsky Asset Management first reported a position in C in Q4 2025 and has held it in 2 quarters since. The position peaked at $228K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Satovsky Asset Management held 1,968 shares of Citigroup worth $223K as of Q1 2026.
  • Satovsky Asset Management bought 18 Citigroup shares in Q1 2026, an estimated $2.05K.
  • Citigroup made up 0.04% of Satovsky Asset Management's portfolio in Q1 2026, its #68 holding.
  • Satovsky Asset Management first reported a position in Citigroup in Q4 2025 and has held it in 2 quarters since.
  • Satovsky Asset Management's Citigroup position peaked at $228K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.