Soviero Asset Management’s Citigroup C Stock Holding History

Soviero 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	$6.44M	Sell	46,000 -9,000	-16%	-$1.17M	2.71%	7
2026 Q1	$6.24M	Buy	55,000 +20,000	+57%	+$2.28M	3.11%	6
2025 Q4	$4.08M	Sell	35,000 -16,000	-31%	-$1.66M	1.96%	20
2025 Q3	$5.18M	Sell	51,000 -7,000	-12%	-$664K	2.69%	4
2025 Q2	$4.94M	Buy	+58,000	New	+$4.19M	2.99%	5

Other funds holding C

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Soviero Asset Management reduced its Citigroup (C) stake by 16% in Q2 2026, selling an estimated $1.17M and leaving 46,000 shares worth $6.44M. The position accounts for 2.71% of the portfolio, ranked #7.

Soviero Asset Management first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,633 funds tracked by Wall St. Rank hold C as of Q2 2026.

Soviero Asset Management held 46,000 shares of Citigroup worth $6.44M as of Q2 2026.
Soviero Asset Management sold 9,000 Citigroup shares in Q2 2026, an estimated $1.17M.
Citigroup made up 2.71% of Soviero Asset Management's portfolio in Q2 2026, its #7 holding.
Soviero Asset Management first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
2,633 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Soviero Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.