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Sippican Capital Advisors’s Citigroup C Stock Holding History

Sippican Capital Advisors’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 		$1.29M Sell
9,215
-1,641
-15% -$214K 0.79% 51
2026
Q1 		$1.23M Sell
10,856
-3,381
-24% -$385K 0.84% 45
2025
Q4 		$1.66M Sell
14,237
-13,578
-49% -$1.41M 1.07% 35
2025
Q3 		$2.82M Sell
27,815
-2,055
-7% -$195K 1.87% 10
2025
Q2 		$2.54M Sell
29,870
-995
-3% -$71.9K 1.85% 11
2025
Q1 		$2.19M Sell
30,865
-5,919
-16% -$451K 1.65% 15
2024
Q4 		$2.59M Sell
36,784
-1,370
-4% -$92.3K 1.89% 13
2024
Q3 		$2.39M Sell
38,154
-80
-0.2% -$4.95K 1.67% 18
2024
Q2 		$2.43M Sell
38,234
-536
-1% -$33K 1.92% 13
2024
Q1 		$2.45M Sell
38,770
-464
-1% -$25.8K 1.91% 11
2023
Q4 		$2.02M Buy
39,234
+219
+0.6% +$9.7K 1.58% 15
2023
Q3 		$1.6M Buy
39,015
+7,770
+25% +$341K 1.45% 28
2023
Q2 		$1.44M Buy
31,245
+1,868
+6% +$87.5K 1.33% 29
2023
Q1 		$1.38M Buy
29,377
+3,855
+15% +$189K 1.32% 28
2022
Q4 		$1.15M Buy
25,522
+5,763
+29% +$262K 1.1% 38
2022
Q3 		$823K Buy
19,759
+2,270
+13% +$112K 0.86% 52
2022
Q2 		$804K Buy
17,489
+5,154
+42% +$258K 0.8% 52
2022
Q1 		$659K Buy
12,335
+4,029
+49% +$249K 0.55% 68
2021
Q4 		$502K Buy
8,306
+17
+0.2% +$1.13K 0.43% 74
2021
Q3 		$582K Sell
8,289
-175
-2% -$12.2K 0.5% 75
2021
Q2 		$599K Hold
8,464
– – 0.52% 70
2021
Q1 		$616K Buy
8,464
+553
+7% +$36.9K 0.57% 65
2020
Q4 		$488K Buy
7,911
+2,816
+55% +$143K 0.53% 68
2020
Q3 		$220K Buy
+5,095
New +$254K 0.27% 93
2015
Q3 		– Sell
-3,688
Closed -$204K – 94
2015
Q2 		$204K Buy
+3,688
New +$201K 0.21% 101

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Sippican Capital Advisors's C Position: Q2 2026 in Review

Sippican Capital Advisors reduced its Citigroup (C) stake by 15% in Q2 2026, selling an estimated $214K and leaving 9,215 shares worth $1.29M. The position accounts for 0.79% of the portfolio, ranked #51.

Sippican Capital Advisors first reported a position in C in Q2 2015 and has held it in 25 quarters since. The position peaked at $2.82M in Q3 2025. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Sippican Capital Advisors held 9,215 shares of Citigroup worth $1.29M as of Q2 2026.
  • Sippican Capital Advisors sold 1,641 Citigroup shares in Q2 2026, an estimated $214K.
  • Citigroup made up 0.79% of Sippican Capital Advisors's portfolio in Q2 2026, its #51 holding.
  • Sippican Capital Advisors first reported a position in Citigroup in Q2 2015 and has held it in 25 quarters since.
  • Sippican Capital Advisors's Citigroup position peaked at $2.82M in Q3 2025.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Sippican Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.