SGI
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Summit Global Investments’s Citigroup C Stock Holding History

Summit Global Investments’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 		$3.93M Buy
28,065
+14,428
+106% +$1.88M 0.21% 58
2026
Q1 		$1.55M Buy
13,637
+356
+3% +$40.5K 0.09% 117
2025
Q4 		$1.55M Buy
13,281
+8,882
+202% +$922K 0.09% 116
2025
Q3 		$447K Sell
4,399
-298
-6% -$28.3K 0.03% 318
2025
Q2 		$400K Sell
4,697
-8,360
-64% -$604K 0.02% 337
2025
Q1 		$927K Sell
13,057
-49,547
-79% -$3.78M 0.07% 182
2024
Q4 		$4.41M Buy
62,604
+31,964
+104% +$2.15M 0.28% 79
2024
Q3 		$1.92M Buy
30,640
+22,774
+290% +$1.41M 0.12% 136
2024
Q2 		$499K Sell
7,866
-3,074
-28% -$190K 0.03% 348
2024
Q1 		$690K Buy
10,940
+2,687
+33% +$150K 0.05% 274
2023
Q4 		$425K Sell
8,253
-4,274
-34% -$189K 0.03% 362
2023
Q3 		$515K Buy
12,527
+1,937
+18% +$85K 0.03% 335
2023
Q2 		$488K Buy
+10,590
New +$496K 0.03% 339
2022
Q4 		– Sell
-29,303
Closed -$1.22M – 459
2022
Q3 		$1.22M Sell
29,303
-826
-3% -$40.8K 0.11% 175
2022
Q2 		$1.39M Buy
30,129
+25,449
+544% +$1.27M 0.12% 172
2022
Q1 		$250K Buy
4,680
+7
+0.1% +$432 0.02% 436
2021
Q4 		$282K Hold
4,673
– – 0.02% 456
2021
Q3 		$328K Hold
4,673
– – 0.02% 383
2021
Q2 		$331K Sell
4,673
-39
-0.8% -$2.89K 0.02% 440
2021
Q1 		$343K Buy
4,712
+301
+7% +$20.1K 0.02% 434
2020
Q4 		$272K Buy
+4,411
New +$224K 0.03% 231

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 Global Investments's C Position: Q2 2026 in Review

Summit Global Investments increased its Citigroup (C) stake by 106% in Q2 2026, buying an estimated $1.88M and bringing the position to 28,065 shares worth $3.93M. The position accounts for 0.21% of the portfolio, ranked #58.

Summit Global Investments first reported a position in C in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.41M in Q4 2024. 2,630 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Summit Global Investments held 28,065 shares of Citigroup worth $3.93M as of Q2 2026.
  • Summit Global Investments bought 14,428 Citigroup shares in Q2 2026, an estimated $1.88M.
  • Citigroup made up 0.21% of Summit Global Investments's portfolio in Q2 2026, its #58 holding.
  • Summit Global Investments first reported a position in Citigroup in Q4 2020 and has held it in 21 quarters since.
  • Summit Global Investments's Citigroup position peaked at $4.41M in Q4 2024.
  • 2,630 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.