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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
Q2 		$1.88M Sell
13,461
-2,596
-16% -$338K 0.26% 75
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 $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

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

Smithbridge Asset Management reduced its Citigroup (C) stake by 16% in Q2 2026, selling an estimated $338K and leaving 13,461 shares worth $1.88M. The position accounts for 0.26% of the portfolio, ranked #75.

Smithbridge Asset Management first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Smithbridge Asset Management held 13,461 shares of Citigroup worth $1.88M as of Q2 2026.
  • Smithbridge Asset Management sold 2,596 Citigroup shares in Q2 2026, an estimated $338K.
  • Citigroup made up 0.26% of Smithbridge Asset Management's portfolio in Q2 2026, its #75 holding.
  • Smithbridge Asset Management first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.