Storgate’s Citigroup C Stock Holding History

Storgate’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	$3.63M	Buy	25,963 +17,134	+194%	+$2.23M	0.75%	16
2026 Q1	$1M	Buy	8,829 +125	+1%	+$14.2K	0.79%	14
2025 Q4	$1.02M	Buy	+8,704	New	+$904K	0.83%	14

Other funds holding C

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Storgate's C Position: Q2 2026 in Review

Storgate increased its Citigroup (C) stake by 194% in Q2 2026, buying an estimated $2.23M and bringing the position to 25,963 shares worth $3.63M. The position accounts for 0.75% of the portfolio, ranked #16.

Storgate first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Storgate held 25,963 shares of Citigroup worth $3.63M as of Q2 2026.
Storgate bought 17,134 Citigroup shares in Q2 2026, an estimated $2.23M.
Citigroup made up 0.75% of Storgate's portfolio in Q2 2026, its #16 holding.
Storgate first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.