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SWP Investment Management’s Citigroup C Stock Holding History

SWP Investment Management’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 		$3.55M Buy
25,393
+960
+4% +$125K 2.45% 12
2026
Q1 		$2.77M Buy
24,433
+480
+2% +$54.7K 2.07% 24
2025
Q4 		$2.8M Buy
23,953
+393
+2% +$40.8K 2.03% 24
2025
Q3 		$2.39M Buy
23,560
+967
+4% +$91.8K 2.35% 11
2025
Q2 		$1.92M Buy
22,593
+215
+1% +$15.5K 2.28% 17
2025
Q1 		$1.59M Buy
+22,378
New +$1.71M 1.98% 24

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

SWP Investment Management's C Position: Q2 2026 in Review

SWP Investment Management increased its Citigroup (C) stake by 3.9% in Q2 2026, buying an estimated $125K and bringing the position to 25,393 shares worth $3.55M. The position accounts for 2.45% of the portfolio, ranked #12.

SWP Investment Management first reported a position in C in Q1 2025 and has held it in 6 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • SWP Investment Management held 25,393 shares of Citigroup worth $3.55M as of Q2 2026.
  • SWP Investment Management bought 960 Citigroup shares in Q2 2026, an estimated $125K.
  • Citigroup made up 2.45% of SWP Investment Management's portfolio in Q2 2026, its #12 holding.
  • SWP Investment Management first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on SWP Investment Management's 13F filing for Q2 2026, filed 2 Jul 2026.