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Sherman Asset Management’s Citigroup C Stock Holding History

Sherman 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
Q2 		$207K Hold
1,482
– – 0.16% 54
2026
Q1 		$168K Hold
1,482
– – 0.15% 56
2025
Q4 		$173K Hold
1,482
– – 0.15% 65
2025
Q3 		$150K Hold
1,482
– – 0.13% 64
2025
Q2 		$126K Hold
1,482
– – 0.11% 72
2025
Q1 		$105K Sell
1,482
-15
-1% -$1.14K 0.1% 91
2024
Q4 		$105K Buy
+1,497
New +$101K 0.1% 89

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

Sherman Asset Management's C Position: Q2 2026 in Review

Sherman Asset Management held its Citigroup (C) position steady in Q2 2026 at 1,482 shares worth $207K. The position accounts for 0.16% of the portfolio, ranked #54.

Sherman Asset Management first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Sherman Asset Management held 1,482 shares of Citigroup worth $207K as of Q2 2026.
  • Sherman Asset Management left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.16% of Sherman Asset Management's portfolio in Q2 2026, its #54 holding.
  • Sherman Asset Management first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.