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SummitTX Capital’s Citigroup C Stock Holding History

SummitTX Capital’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 		$2.49M Buy
17,800
+10,310
+138% +$1.34M 0.06% 310
2026
Q1 		$849K Sell
7,490
-1,334
-15% -$152K 0.03% 478
2025
Q4 		$1.03M Buy
8,824
+6,288
+248% +$653K 0.03% 415
2025
Q3 		$257K Buy
+2,536
New +$241K 0.01% 660
2025
Q2 		– Sell
-7,679
Closed -$545K – 771
2025
Q1 		$545K Buy
+7,679
New +$586K 0.02% 526

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

SummitTX Capital's C Position: Q2 2026 in Review

SummitTX Capital increased its Citigroup (C) stake by 138% in Q2 2026, buying an estimated $1.34M and bringing the position to 17,800 shares worth $2.49M. The position accounts for 0.06% of the portfolio, ranked #310.

SummitTX Capital first reported a position in C in Q1 2025 and has held it in 5 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • SummitTX Capital held 17,800 shares of Citigroup worth $2.49M as of Q2 2026.
  • SummitTX Capital bought 10,310 Citigroup shares in Q2 2026, an estimated $1.34M.
  • Citigroup made up 0.06% of SummitTX Capital's portfolio in Q2 2026, its #310 holding.
  • SummitTX Capital first reported a position in Citigroup in Q1 2025 and has held it in 5 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.