Smith, Moore & Co’s Citigroup C Stock Holding History

Smith, Moore & Co’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	$212K	Buy	+1,512	New	+$197K	0.01%	549
2026 Q1	–	Sell	-3,665	Closed	-$428K	–	562
2025 Q4	$428K	Buy	+3,665	New	+$381K	0.03%	344
2018 Q4	–	Sell	-7,745	Closed	-$556K	–	329
2018 Q3	$556K	Buy	7,745 +140	+2%	+$9.9K	0.13%	152
2018 Q2	$509K	Buy	7,605 +297	+4%	+$20.4K	0.13%	154
2018 Q1	$493K	Buy	7,308 +216	+3%	+$16.2K	0.13%	155
2017 Q4	$528K	Buy	7,092 +346	+5%	+$25.6K	0.14%	145
2017 Q3	$491K	Buy	+6,746	New	+$461K	0.14%	140

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Smith, Moore & Co's C Position: Q2 2026 in Review

Smith, Moore & Co opened a new position in Citigroup (C) in Q2 2026: 1,512 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: Smith, Moore & Co previously reported a position in C as recently as Q4 2025.

Smith, Moore & Co first reported a position in C in Q3 2017 and has held it in 7 quarters since. The position peaked at $556K in Q3 2018. 2,237 funds tracked by Wall St. Rank hold C as of Q2 2026.

Smith, Moore & Co held 1,512 shares of Citigroup worth $212K as of Q2 2026.
Citigroup was a new Smith, Moore & Co position in Q2 2026.
Citigroup made up 0.01% of Smith, Moore & Co's portfolio in Q2 2026, its #549 holding.
Smith, Moore & Co first reported a position in Citigroup in Q3 2017 and has held it in 7 quarters since.
Smith, Moore & Co's Citigroup position peaked at $556K in Q3 2018.
2,237 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.