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Sherman Porfolios’s Citigroup C Stock Holding History

Sherman Porfolios’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 		$6.14M Sell
54,166
-288
-0.5% -$37.5K 0.48% 23
2026
Q1 		$6.18M Buy
54,454
+2,109
+4% +$240K 0.47% 22
2025
Q4 		$6.11M Buy
+52,345
New +$5.44M 0.42% 40

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 Porfolios's C Position: Q2 2026 in Review

Sherman Porfolios reduced its Citigroup (C) stake by 0.53% in Q2 2026, selling an estimated $37.5K and leaving 54,166 shares worth $6.14M. The position accounts for 0.48% of the portfolio, ranked #23.

Sherman Porfolios first reported a position in C in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.18M in Q1 2026. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Sherman Porfolios held 54,166 shares of Citigroup worth $6.14M as of Q2 2026.
  • Sherman Porfolios sold 288 Citigroup shares in Q2 2026, an estimated $37.5K.
  • Citigroup made up 0.48% of Sherman Porfolios's portfolio in Q2 2026, its #23 holding.
  • Sherman Porfolios first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • Sherman Porfolios's Citigroup position peaked at $6.18M in Q1 2026.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Sherman Porfolios's 13F filing for Q2 2026, filed 12 Aug 2026.