Systematic Alpha Investments’s Citigroup C Stock Holding History

Systematic Alpha 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 Q1	$481K	Hold	4,238	–	–	0.02%	160
2025 Q4	$495K	Hold	4,238	–	–	0.02%	152
2025 Q3	$430K	Hold	4,238	–	–	0.01%	164
2025 Q2	$361K	Hold	4,238	–	–	0.01%	176
2025 Q1	$301K	Hold	4,238	–	–	0.01%	190
2024 Q4	$298K	Hold	4,238	–	–	0.01%	195
2024 Q3	$265K	Hold	4,238	–	–	0.01%	197
2024 Q2	$269K	Hold	4,238	–	–	0.01%	192
2024 Q1	$268K	Hold	4,238	–	–	0.01%	195
2023 Q4	$218K	Hold	4,238	–	–	0.01%	206
2023 Q3	$174K	Hold	4,238	–	–	0.01%	215
2023 Q2	$195K	Hold	4,238	–	–	0.01%	211
2023 Q1	$199K	Buy	+4,238	New	+$208K	0.01%	212
2022 Q2	–	Sell	-4,238	Closed	-$226K	–	211
2022 Q1	$226K	Hold	4,238	–	–	0.01%	219
2021 Q4	$256K	Buy	4,238 +2,361	+126%	+$157K	0.01%	208
2021 Q3	$130K	Sell	1,877 -84	-4%	-$5.87K	0.01%	264
2021 Q2	$143K	Sell	1,961 -709	-27%	-$52.5K	0.01%	193
2021 Q1	$194K	Hold	2,670	–	–	0.01%	134
2020 Q4	$165K	Buy	+2,670	New	+$136K	0.02%	104

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systematic Alpha Investments's C Position: Q1 2026 in Review

Systematic Alpha Investments held its Citigroup (C) position steady in Q1 2026 at 4,238 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #160.

Systematic Alpha Investments first reported a position in C in Q4 2020 and has held it in 19 quarters since. The position peaked at $495K in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Systematic Alpha Investments held 4,238 shares of Citigroup worth $481K as of Q1 2026.
Systematic Alpha Investments left its Citigroup share count unchanged in Q1 2026.
Citigroup made up 0.02% of Systematic Alpha Investments's portfolio in Q1 2026, its #160 holding.
Systematic Alpha Investments first reported a position in Citigroup in Q4 2020 and has held it in 19 quarters since.
Systematic Alpha Investments's Citigroup position peaked at $495K in Q4 2025.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.