Summit Securities Group’s Citigroup C Stock Holding History

Summit Securities Group’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
2024 Q1	–	Sell	-5,500	Closed	-$283K	–	509
2023 Q4	$283K	Buy	+5,500	New	+$243K	0.03%	229
2023 Q3	–	Sell	-3,400	Closed	-$157K	–	612
2023 Q2	$157K	Buy	+3,400	New	+$159K	0.02%	241
2023 Q1	–	Sell	-465,000	Closed	-$21M	–	856
2022 Q4	$21M	Buy	465,000 +365,000	+365%	+$16.6M	0.79%	27
2022 Q3	$4.17M	Buy	+100,000	New	+$4.94M	0.31%	57
2022 Q1	–	Sell	-57,200	Closed	-$3.45M	–	1123
2021 Q4	$3.45M	Buy	57,200 +57,035	+34,567%	+$3.79M	0.16%	104
2021 Q3	$1.16M	Sell	165 -91	-36%	-$6.36K	0.09%	233
2021 Q2	$1.81M	Buy	+256	New	+$18.9K	0.15%	148
2021 Q1	–	Sell	-193	Closed	-$1.19M	–	582
2020 Q4	$1.19M	Buy	193 +7	+4%	+$356	0.1%	211
2020 Q3	$802K	Buy	186 +75	+68%	+$3.74K	0.08%	181
2020 Q2	$567K	Sell	111 -89	-45%	-$4.22K	0.07%	218
2020 Q1	$842K	Buy	+200	New	+$13.4K	0.15%	124
2017 Q4	–	Sell	-40	Closed	-$291K	–	187
2017 Q3	$291K	Buy	+40	New	+$2.73K	0.05%	145

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

Summit Securities Group's C Position: Q2 2026 in Review

Summit Securities Group increased its Citigroup (C) stake by 37% in Q2 2026, buying an estimated $322K and bringing the position to 9,160 shares worth $1.28M. The position accounts for 0.12% of the portfolio, ranked #94.

Summit Securities Group first reported a position in C in Q3 2014 and has held it in 37 quarters since. The position peaked at $11.7M in Q4 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Summit Securities Group held 9,160 shares of Citigroup worth $1.28M as of Q2 2026.
Summit Securities Group bought 2,473 Citigroup shares in Q2 2026, an estimated $322K.
Citigroup made up 0.12% of Summit Securities Group's portfolio in Q2 2026, its #94 holding.
Summit Securities Group first reported a position in Citigroup in Q3 2014 and has held it in 37 quarters since.
Summit Securities Group's Citigroup position peaked at $11.7M in Q4 2025.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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