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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Soviero Asset Management increased its Citigroup (C) stake by 57% in Q1 2026, buying an estimated $2.28M and bringing the position to 55,000 shares worth $6.24M. The position accounts for 3.11% of the portfolio, ranked #6.

Soviero Asset Management first reported a position in C in Q2 2025 and has held it in 4 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Soviero Asset Management held 55,000 shares of Citigroup worth $6.24M as of Q1 2026.
Soviero Asset Management bought 20,000 Citigroup shares in Q1 2026, an estimated $2.28M.
Citigroup made up 3.11% of Soviero Asset Management's portfolio in Q1 2026, its #6 holding.
Soviero Asset Management first reported a position in Citigroup in Q2 2025 and has held it in 4 quarters since.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Soviero Asset Management's 13F filing for Q1 2026, filed 15 May 2026.