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Saxon Interests’s Citigroup C Stock Holding History

Saxon Interests’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 		$253K Sell
1,811
-5
-0.3% -$651 0.07% 205
2026
Q1 		$206K Sell
1,816
-15
-0.8% -$1.71K 0.07% 220
2025
Q4 		$214K Sell
1,831
-752
-29% -$78.1K 0.07% 196
2025
Q3 		$249K Buy
+2,583
New +$245K 0.1% 181

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

Saxon Interests's C Position: Q2 2026 in Review

Saxon Interests reduced its Citigroup (C) stake by 0.28% in Q2 2026, selling an estimated $651 and leaving 1,811 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #205.

Saxon Interests first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Saxon Interests held 1,811 shares of Citigroup worth $253K as of Q2 2026.
  • Saxon Interests sold 5 Citigroup shares in Q2 2026, an estimated $651.
  • Citigroup made up 0.07% of Saxon Interests's portfolio in Q2 2026, its #205 holding.
  • Saxon Interests first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.