SGK
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Steigerwald Gordon & Koch’s Citigroup C Stock Holding History

Steigerwald Gordon & Koch’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 		$237K Hold
1,694
– – 0.02% 137
2026
Q1 		$192K Sell
1,694
-75
-4% -$8.54K 0.02% 141
2025
Q4 		$206K Buy
1,769
+150
+9% +$15.6K 0.02% 137
2025
Q3 		$164K Buy
+1,619
New +$154K 0.02% 156

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

Steigerwald Gordon & Koch's C Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Citigroup (C) position steady in Q2 2026 at 1,694 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #137.

Steigerwald Gordon & Koch first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,694 shares of Citigroup worth $237K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.02% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #137 holding.
  • Steigerwald Gordon & Koch first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.