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Stokes Family Office’s Citigroup C Stock Holding History

Stokes Family Office’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 		$379K Sell
2,705
-111
-4% -$14.4K 0.04% 211
2026
Q1 		$319K Sell
2,816
-1,192
-30% -$136K 0.03% 228
2025
Q4 		$468K Buy
4,008
+605
+18% +$62.8K 0.04% 202
2025
Q3 		$345K Buy
3,403
+84
+3% +$7.97K 0.03% 215
2025
Q2 		$282K Buy
3,319
+8
+0.2% +$578 0.03% 205
2025
Q1 		$235K Sell
3,311
-145
-4% -$11.1K 0.03% 213
2024
Q4 		$243K Buy
+3,456
New +$233K 0.03% 214
2023
Q3 		– Sell
-6,102
Closed -$281K – 344
2023
Q2 		$281K Buy
6,102
+1,254
+26% +$58.7K 0.03% 247
2023
Q1 		$227K Buy
+4,848
New +$238K 0.03% 259
2022
Q4 		– Sell
-5,286
Closed -$220K – 278
2022
Q3 		$220K Sell
5,286
-793
-13% -$39.2K 0.03% 243
2022
Q2 		$280K Buy
6,079
+1,377
+29% +$68.9K 0.04% 214
2022
Q1 		$251K Buy
4,702
+164
+4% +$10.1K 0.03% 225
2021
Q4 		$274K Buy
4,538
+326
+8% +$21.7K 0.03% 202
2021
Q3 		$296K Buy
4,212
+470
+13% +$32.9K 0.04% 185
2021
Q2 		$265K Buy
3,742
+715
+24% +$52.9K 0.04% 187
2021
Q1 		$220K Buy
+3,027
New +$202K 0.03% 186

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

Stokes Family Office's C Position: Q2 2026 in Review

Stokes Family Office reduced its Citigroup (C) stake by 3.9% in Q2 2026, selling an estimated $14.4K and leaving 2,705 shares worth $379K. The position accounts for 0.04% of the portfolio, ranked #211.

Stokes Family Office first reported a position in C in Q1 2021 and has held it in 16 quarters since. The position peaked at $468K in Q4 2025. 2,640 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Stokes Family Office held 2,705 shares of Citigroup worth $379K as of Q2 2026.
  • Stokes Family Office sold 111 Citigroup shares in Q2 2026, an estimated $14.4K.
  • Citigroup made up 0.04% of Stokes Family Office's portfolio in Q2 2026, its #211 holding.
  • Stokes Family Office first reported a position in Citigroup in Q1 2021 and has held it in 16 quarters since.
  • Stokes Family Office's Citigroup position peaked at $468K in Q4 2025.
  • 2,640 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.