Spirit of America Management Corp’s Citigroup C Stock Holding History

Spirit of America Management Corp’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	$2.97M	Hold	21,250	–	–	0.56%	55
2026 Q1	$2.41M	Buy	21,250 +300	+1%	+$34.2K	0.48%	57
2025 Q4	$2.44M	Buy	20,950 +200	+1%	+$20.8K	0.52%	54
2025 Q3	$2.11M	Buy	20,750 +400	+2%	+$38K	0.42%	64
2025 Q2	$1.73M	Hold	20,350	–	–	0.36%	77
2025 Q1	$1.44M	Buy	20,350 +1,650	+9%	+$126K	0.29%	82
2024 Q4	$1.32M	Hold	18,700	–	–	0.27%	89
2024 Q3	$1.17M	Hold	18,700	–	–	0.23%	103
2024 Q2	$1.19M	Hold	18,700	–	–	0.24%	92
2024 Q1	$1.18M	Buy	18,700 +3,000	+19%	+$167K	0.24%	93
2023 Q4	$808K	Sell	15,700 -1,000	-6%	-$44.3K	0.18%	119
2023 Q3	$687K	Hold	16,700	–	–	0.16%	114
2023 Q2	$769K	Sell	16,700 -500	-3%	-$23.4K	0.17%	109
2023 Q1	$807K	Hold	17,200	–	–	0.18%	111
2022 Q4	$778K	Sell	17,200 -8,500	-33%	-$386K	0.17%	116
2022 Q3	$1.07M	Sell	25,700 -2,500	-9%	-$124K	0.25%	92
2022 Q2	$1.3M	Sell	28,200 -5,500	-16%	-$275K	0.29%	86
2022 Q1	$1.8M	Sell	33,700 -3,000	-8%	-$185K	0.35%	80
2021 Q4	$2.22M	Hold	36,700	–	–	0.45%	68
2021 Q3	$2.58M	Hold	36,700	–	–	0.55%	57
2021 Q2	$2.6M	Sell	36,700 -1,500	-4%	-$111K	0.56%	53
2021 Q1	$2.78M	Sell	38,200 -2,000	-5%	-$134K	0.66%	45
2020 Q4	$2.48M	Buy	40,200 +3,000	+8%	+$152K	0.62%	48
2020 Q3	$1.6M	Buy	37,200 +7,500	+25%	+$374K	0.44%	68
2020 Q2	$1.52M	Buy	29,700 +9,500	+47%	+$451K	0.39%	73
2020 Q1	$851K	Buy	20,200 +7,000	+53%	+$470K	0.27%	96
2019 Q4	$1.05M	Hold	13,200	–	–	0.18%	118
2019 Q3	$912K	Buy	13,200 +400	+3%	+$27.2K	0.15%	125
2019 Q2	$896K	Hold	12,800	–	–	0.13%	125
2019 Q1	$796K	Sell	12,800 -1,750	-12%	-$109K	0.12%	131
2018 Q4	$757K	Buy	14,550 +1,550	+12%	+$98.1K	0.12%	136
2018 Q3	$933K	Hold	13,000	–	–	0.12%	133
2018 Q2	$870K	Hold	13,000	–	–	0.11%	141
2018 Q1	$878K	Buy	13,000 +700	+6%	+$52.6K	0.12%	138
2017 Q4	$915K	Hold	12,300	–	–	0.1%	141
2017 Q3	$895K	Hold	12,300	–	–	0.09%	145
2017 Q2	$823K	Hold	12,300	–	–	0.09%	147
2017 Q1	$736K	Hold	12,300	–	–	0.08%	154
2016 Q4	$731K	Hold	12,300	–	–	0.09%	154
2016 Q3	$581K	Hold	12,300	–	–	0.08%	189
2016 Q2	$521K	Sell	12,300 -2,200	-15%	-$97.3K	0.08%	181
2016 Q1	$605K	Hold	14,500	–	–	0.11%	164
2015 Q4	$750K	Hold	14,500	–	–	0.14%	134
2015 Q3	$719K	Hold	14,500	–	–	0.15%	137
2015 Q2	$801K	Hold	14,500	–	–	0.15%	134
2015 Q1	$747K	Hold	14,500	–	–	0.16%	143
2014 Q4	$785K	Hold	14,500	–	–	0.2%	136
2014 Q3	$751K	Hold	14,500	–	–	0.23%	137
2014 Q2	$683K	Hold	14,500	–	–	0.27%	121
2014 Q1	$690K	Buy	+14,500	New	+$722K	0.28%	117
2013 Q4	–	Sell	-14,500	Closed	-$703K	–	96
2013 Q3	$703K	Hold	14,500	–	–	0.26%	125
2013 Q2	$696K	Buy	+14,500	New	+$697K	0.25%	121

Other funds holding C

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Spirit of America Management Corp's C Position: Q2 2026 in Review

Spirit of America Management Corp held its Citigroup (C) position steady in Q2 2026 at 21,250 shares worth $2.97M. The position accounts for 0.56% of the portfolio, ranked #55.

Spirit of America Management Corp first reported a position in C in Q2 2013 and has held it in 52 quarters since. 1,765 funds tracked by Wall St. Rank hold C as of Q2 2026.

Spirit of America Management Corp held 21,250 shares of Citigroup worth $2.97M as of Q2 2026.
Spirit of America Management Corp left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.56% of Spirit of America Management Corp's portfolio in Q2 2026, its #55 holding.
Spirit of America Management Corp first reported a position in Citigroup in Q2 2013 and has held it in 52 quarters since.
1,765 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.