Senator Investment Group’s Citigroup C Stock Holding History

Senator Investment Group’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	$37.4M	Buy	+330,000	New	+$37.6M	1.72%	23
2021 Q2	–	Sell	-1,500,000	Closed	-$109M	–	123
2021 Q1	$109M	Sell	1,500,000 -50,000	-3%	-$3.34M	2.24%	13
2020 Q4	$95.6M	Buy	+1,550,000	New	+$78.8M	1.81%	12
2018 Q4	–	Sell	-1,875,000	Closed	-$135M	–	32
2018 Q3	$135M	Buy	+1,875,000	New	+$133M	1.73%	27
2015 Q3	–	Sell	-4,000,000	Closed	-$221M	–	54
2015 Q2	$221M	Buy	+4,000,000	New	+$218M	1.92%	18
2014 Q3	–	Sell	-4,000,000	Closed	-$188M	–	64
2014 Q2	$188M	Sell	4,000,000 -1,000,000	-20%	-$47.6M	1.98%	20
2014 Q1	$238M	Buy	5,000,000 +3,500,000	+233%	+$174M	2.83%	10
2013 Q4	$78.2M	Buy	+1,500,000	New	+$75.9M	0.9%	47

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

Senator Investment Group's C Position: Q1 2026 in Review

Senator Investment Group opened a new position in Citigroup (C) in Q1 2026: 330,000 shares worth $37.4M. The stake represents 1.72% of the portfolio and ranks #23 among its holdings. This is a return to the name: Senator Investment Group previously reported a position in C as recently as Q1 2021.

Senator Investment Group first reported a position in C in Q4 2013 and has held it in 8 quarters since. The position peaked at $238M in Q1 2014. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Senator Investment Group held 330,000 shares of Citigroup worth $37.4M as of Q1 2026.
Citigroup was a new Senator Investment Group position in Q1 2026.
Citigroup made up 1.72% of Senator Investment Group's portfolio in Q1 2026, its #23 holding.
Senator Investment Group first reported a position in Citigroup in Q4 2013 and has held it in 8 quarters since.
Senator Investment Group's Citigroup position peaked at $238M in Q1 2014.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Senator Investment Group's 13F filing for Q1 2026, filed 13 May 2026.