SPC
C icon

Spirepoint Private Client’s Citigroup C Stock Holding History

Spirepoint Private Client’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 		$2.84M Sell
20,316
-531
-3% -$69.1K 0.23% 69
2026
Q1 		$2.36M Sell
20,847
-924
-4% -$105K 0.22% 74
2025
Q4 		$2.54M Buy
21,771
+5,540
+34% +$575K 0.24% 70
2025
Q3 		$1.65M Buy
+16,231
New +$1.54M 0.17% 86

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

Spirepoint Private Client's C Position: Q2 2026 in Review

Spirepoint Private Client reduced its Citigroup (C) stake by 2.5% in Q2 2026, selling an estimated $69.1K and leaving 20,316 shares worth $2.84M. The position accounts for 0.23% of the portfolio, ranked #69.

Spirepoint Private Client first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Spirepoint Private Client held 20,316 shares of Citigroup worth $2.84M as of Q2 2026.
  • Spirepoint Private Client sold 531 Citigroup shares in Q2 2026, an estimated $69.1K.
  • Citigroup made up 0.23% of Spirepoint Private Client's portfolio in Q2 2026, its #69 holding.
  • Spirepoint Private Client first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.