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Smithbridge Asset Management’s Citigroup C Stock Holding History

Smithbridge 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
Q1 		$1.82M Buy
16,057
+13,804
+613% +$1.57M 0.27% 82
2025
Q4 		$263K Buy
+2,253
New +$234K 0.02% 171

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

Smithbridge Asset Management's C Position: Q1 2026 in Review

Smithbridge Asset Management increased its Citigroup (C) stake by 613% in Q1 2026, buying an estimated $1.57M and bringing the position to 16,057 shares worth $1.82M. The position accounts for 0.27% of the portfolio, ranked #82.

Smithbridge Asset Management first reported a position in C in Q4 2025 and has held it in 2 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Smithbridge Asset Management held 16,057 shares of Citigroup worth $1.82M as of Q1 2026.
  • Smithbridge Asset Management bought 13,804 Citigroup shares in Q1 2026, an estimated $1.57M.
  • Citigroup made up 0.27% of Smithbridge Asset Management's portfolio in Q1 2026, its #82 holding.
  • Smithbridge Asset Management first reported a position in Citigroup in Q4 2025 and has held it in 2 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.