Savant Capital’s Citigroup C Stock Holding History

Savant 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	$4.57M	Buy	40,326 +8,346	+26%	+$950K	0.02%	279
2025 Q4	$3.73M	Buy	31,980 +2,581	+9%	+$268K	0.02%	294
2025 Q3	$2.98M	Sell	29,399 -805	-3%	-$76.4K	0.02%	312
2025 Q2	$2.57M	Buy	30,204 +2,533	+9%	+$183K	0.02%	321
2025 Q1	$1.96M	Sell	27,671 -55,295	-67%	-$4.22M	0.02%	334
2024 Q4	$5.84M	Sell	82,966 -1,263	-1%	-$85.1K	0.05%	221
2024 Q3	$5.27M	Buy	84,229 +10,098	+14%	+$624K	0.04%	212
2024 Q2	$4.7M	Sell	74,131 -19,301	-21%	-$1.19M	0.05%	206
2024 Q1	$5.91M	Buy	93,432 +68,135	+269%	+$3.79M	0.07%	170
2023 Q4	$1.3M	Buy	25,297 +3,374	+15%	+$149K	0.02%	362
2023 Q3	$902K	Sell	21,923 -3,531	-14%	-$155K	0.01%	407
2023 Q2	$1.17M	Buy	25,454 +4,778	+23%	+$224K	0.02%	346
2023 Q1	$969K	Buy	20,676 +1,505	+8%	+$73.9K	0.02%	326
2022 Q4	$849K	Sell	19,171 -1,773	-8%	-$80.5K	0.02%	279
2022 Q3	$873K	Sell	20,944 -2,954	-12%	-$146K	0.03%	249
2022 Q2	$1.1M	Buy	23,898 +5,071	+27%	+$254K	0.03%	223
2022 Q1	$1M	Sell	18,827 -5,917	-24%	-$365K	0.03%	238
2021 Q4	$1.49M	Buy	24,744 +3,485	+16%	+$232K	0.05%	198
2021 Q3	$1.49M	Buy	21,259 +5,106	+32%	+$357K	0.05%	180
2021 Q2	$1.14M	Buy	16,153 +938	+6%	+$69.4K	0.05%	192
2021 Q1	$1.11M	Buy	15,215 +639	+4%	+$42.7K	0.06%	185
2020 Q4	$899K	Sell	14,576 -1,069	-7%	-$54.3K	0.05%	200
2020 Q3	$674K	Buy	15,645 +214	+1%	+$10.7K	0.05%	214
2020 Q2	$789K	Sell	15,431 -306	-2%	-$14.5K	0.06%	189
2020 Q1	$663K	Buy	15,737 +2,383	+18%	+$160K	0.06%	194
2019 Q4	$1.07M	Sell	13,354 -17	-0.1%	-$1.26K	0.13%	133
2019 Q3	$924K	Buy	13,371 +152	+1%	+$10.3K	0.13%	130
2019 Q2	$926K	Buy	13,219 +92	+0.7%	+$6.16K	0.13%	133
2019 Q1	$817K	Sell	13,127 -28	-0.2%	-$1.74K	0.15%	119
2018 Q4	$685K	Sell	13,155 -481	-4%	-$30.5K	0.14%	118
2018 Q3	$978K	Buy	13,636 +263	+2%	+$18.6K	0.18%	104
2018 Q2	$895K	Sell	13,373 -513	-4%	-$35.3K	0.19%	95
2018 Q1	$937K	Sell	13,886 -1,588	-10%	-$119K	0.2%	88
2017 Q4	$1.15M	Buy	15,474 +2,209	+17%	+$163K	0.24%	78
2017 Q3	$965K	Buy	13,265 +123	+0.9%	+$8.4K	0.22%	79
2017 Q2	$879K	Sell	13,142 -250	-2%	-$15.3K	0.21%	78
2017 Q1	$801K	Buy	13,392 +365	+3%	+$21.6K	0.2%	80
2016 Q4	$774K	Buy	13,027 +480	+4%	+$25.9K	0.21%	77
2016 Q3	$593K	Buy	12,547 +228	+2%	+$10.4K	0.16%	106
2016 Q2	$522K	Buy	12,319 +297	+2%	+$13.1K	0.15%	112
2016 Q1	$502K	Sell	12,022 -464	-4%	-$19.4K	0.15%	111
2015 Q4	$646K	Buy	12,486 +573	+5%	+$30.4K	0.2%	81
2015 Q3	$591K	Buy	11,913 +377	+3%	+$20.6K	0.21%	80
2015 Q2	$637K	Buy	11,536 +123	+1%	+$6.69K	0.21%	83
2015 Q1	$588K	Buy	11,413 +37	+0.3%	+$1.88K	0.21%	88
2014 Q4	$616K	Sell	11,376 -60	-0.5%	-$3.19K	0.23%	77
2014 Q3	$593K	Buy	11,436 +180	+2%	+$9.05K	0.25%	70
2014 Q2	$530K	Sell	11,256 -1,200	-10%	-$57.1K	0.23%	77
2014 Q1	$593K	Buy	+12,456	New	+$620K	0.27%	62

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

Savant Capital's C Position: Q1 2026 in Review

Savant Capital increased its Citigroup (C) stake by 26% in Q1 2026, buying an estimated $950K and bringing the position to 40,326 shares worth $4.57M. The position accounts for 0.02% of the portfolio, ranked #279.

Savant Capital first reported a position in C in Q1 2014 and has held it in 49 quarters since. The position peaked at $5.91M in Q1 2024. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Savant Capital held 40,326 shares of Citigroup worth $4.57M as of Q1 2026.
Savant Capital bought 8,346 Citigroup shares in Q1 2026, an estimated $950K.
Citigroup made up 0.02% of Savant Capital's portfolio in Q1 2026, its #279 holding.
Savant Capital first reported a position in Citigroup in Q1 2014 and has held it in 49 quarters since.
Savant Capital's Citigroup position peaked at $5.91M in Q1 2024.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.