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Summit Financial’s Citigroup C Stock Holding History

Summit Financial’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 		$4.08M Buy
29,121
+1,272
+5% +$166K 0.04% 400
2026
Q1 		$3.16M Sell
27,849
-1,502
-5% -$171K 0.04% 442
2025
Q4 		$3.42M Buy
29,351
+3,456
+13% +$359K 0.05% 347
2025
Q3 		$2.63M Buy
25,895
+5,249
+25% +$498K 0.04% 411
2025
Q2 		$1.76M Sell
20,646
-981
-5% -$70.9K 0.04% 314
2025
Q1 		$1.54M Buy
21,627
+6,701
+45% +$511K 0.04% 298
2024
Q4 		$1.05M Buy
14,926
+1,264
+9% +$85.2K 0.04% 307
2024
Q3 		$855K Sell
13,662
-650
-5% -$40.2K 0.03% 288
2024
Q2 		$908K Buy
14,312
+5,099
+55% +$314K 0.04% 246
2024
Q1 		$583K Buy
9,213
+1,464
+19% +$81.5K 0.03% 233
2023
Q4 		$399K Buy
7,749
+703
+10% +$31.1K 0.03% 270
2023
Q3 		$290K Buy
7,046
+242
+4% +$10.6K 0.02% 292
2023
Q2 		$313K Buy
6,804
+507
+8% +$23.7K 0.02% 273
2023
Q1 		$295K Sell
6,297
-1,611
-20% -$79.1K 0.03% 210
2022
Q4 		$358K Sell
7,908
-394
-5% -$17.9K 0.03% 195
2022
Q3 		$346K Buy
8,302
+562
+7% +$27.8K 0.03% 202
2022
Q2 		$356K Buy
7,740
+123
+2% +$6.15K 0.03% 182
2022
Q1 		$407K Buy
7,617
+1,212
+19% +$74.9K 0.03% 198
2021
Q4 		$387K Buy
6,405
+2,652
+71% +$176K 0.03% 189
2021
Q3 		$263K Buy
+3,753
New +$262K 0.02% 199

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

Summit Financial's C Position: Q2 2026 in Review

Summit Financial increased its Citigroup (C) stake by 4.6% in Q2 2026, buying an estimated $166K and bringing the position to 29,121 shares worth $4.08M. The position accounts for 0.04% of the portfolio, ranked #400.

Summit Financial first reported a position in C in Q3 2021 and has held it in 20 quarters since. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Summit Financial held 29,121 shares of Citigroup worth $4.08M as of Q2 2026.
  • Summit Financial bought 1,272 Citigroup shares in Q2 2026, an estimated $166K.
  • Citigroup made up 0.04% of Summit Financial's portfolio in Q2 2026, its #400 holding.
  • Summit Financial first reported a position in Citigroup in Q3 2021 and has held it in 20 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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