SFG
C icon

SevenBridge Financial Group’s Citigroup C Stock Holding History

SevenBridge Financial 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 		$310K Sell
2,393
-59
-2% -$6.72K 0.05% 165
2025
Q4 		$282K Sell
2,452
-110
-4% -$11.4K 0.05% 176
2025
Q3 		$264K Sell
2,562
-144
-5% -$13.7K 0.04% 177
2025
Q2 		$259K Sell
2,706
-1,837
-40% -$133K 0.05% 187
2025
Q1 		$340K Sell
4,543
-1,681
-27% -$128K 0.07% 175
2024
Q4 		$505K Hold
6,224
– – 0.1% 141
2024
Q3 		$434K Sell
6,224
-535
-8% -$33.1K 0.08% 159
2024
Q2 		$382K Sell
6,759
-93
-1% -$5.73K 0.08% 155
2024
Q1 		$422K Sell
6,852
-2,600
-28% -$145K 0.1% 138
2023
Q4 		$486K Sell
9,452
-1,070
-10% -$47.4K 0.11% 129
2023
Q3 		$433K Buy
10,522
+659
+7% +$28.9K 0.11% 130
2023
Q2 		$454K Sell
9,863
-266
-3% -$12.5K 0.12% 125
2023
Q1 		$475K Sell
10,129
-628
-6% -$30.8K 0.13% 125
2022
Q4 		$487K Sell
10,757
-1,705
-14% -$77.5K 0.14% 120
2022
Q3 		$519K Sell
12,462
-200
-2% -$9.88K 0.18% 105
2022
Q2 		$582K Sell
12,662
-3,049
-19% -$153K 0.24% 87
2022
Q1 		$839K Buy
15,711
+2,538
+19% +$157K 0.29% 75
2021
Q4 		$796K Buy
13,173
+1,585
+14% +$105K 0.24% 95
2021
Q3 		$813K Sell
11,588
-188
-2% -$13.1K 0.27% 91
2021
Q2 		$833K Sell
11,776
-343
-3% -$25.4K 0.27% 92
2021
Q1 		$882K Sell
12,119
-18
-0.1% -$1.2K 0.32% 84
2020
Q4 		$748K Sell
12,137
-6,050
-33% -$308K 0.29% 85
2020
Q3 		$784K Sell
18,187
-4,286
-19% -$214K 0.36% 71
2020
Q2 		$1.15M Sell
22,473
-794
-3% -$37.7K 0.57% 56
2020
Q1 		$980K Sell
23,267
-262
-1% -$17.6K 0.57% 55
2019
Q4 		$1.88M Sell
23,529
-493
-2% -$36.4K 0.49% 46
2019
Q3 		$1.66M Sell
24,022
-309
-1% -$21K 0.87% 39
2019
Q2 		$1.7M Buy
24,331
+120
+0.5% +$8.03K 0.61% 47
2019
Q1 		$1.51M Sell
24,211
-328
-1% -$20.4K 0.57% 51
2018
Q4 		$1.28M Sell
24,539
-4,180
-15% -$265K 0.78% 41
2018
Q3 		$2.06M Buy
28,719
+307
+1% +$21.7K 1.09% 28
2018
Q2 		$1.9M Buy
28,412
+277
+1% +$19.1K 1.06% 31
2018
Q1 		$1.9M Buy
28,135
+656
+2% +$49.3K 1.09% 27
2017
Q4 		$2.04M Buy
27,479
+335
+1% +$24.8K 1.13% 26
2017
Q3 		$1.97M Buy
27,144
+1,663
+7% +$114K 1.13% 24
2017
Q2 		$1.7M Buy
25,481
+1,844
+8% +$113K 1.04% 26
2017
Q1 		$1.41M Buy
23,637
+15,578
+193% +$921K 0.92% 32
2016
Q4 		$391K Hold
8,059
– – 0.28% 83
2016
Q3 		$391K Sell
8,059
-82
-1% -$3.73K 0.28% 83
2016
Q2 		$345K Buy
+8,141
New +$360K 0.24% 97

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

SevenBridge Financial Group's C Position: Q1 2026 in Review

SevenBridge Financial Group reduced its Citigroup (C) stake by 2.4% in Q1 2026, selling an estimated $6.72K and leaving 2,393 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #165.

SevenBridge Financial Group first reported a position in C in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.06M in Q3 2018. 2,455 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • SevenBridge Financial Group held 2,393 shares of Citigroup worth $310K as of Q1 2026.
  • SevenBridge Financial Group sold 59 Citigroup shares in Q1 2026, an estimated $6.72K.
  • Citigroup made up 0.05% of SevenBridge Financial Group's portfolio in Q1 2026, its #165 holding.
  • SevenBridge Financial Group first reported a position in Citigroup in Q2 2016 and has held it in 40 quarters since.
  • SevenBridge Financial Group's Citigroup position peaked at $2.06M in Q3 2018.
  • 2,455 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.