SSC
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Syverson Strege & Co’s Citigroup C Stock Holding History

Syverson Strege & Co’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 		$1.05M Sell
7,488
-186
-2% -$24.2K 0.23% 46
2026
Q1 		$870K Sell
7,674
-172
-2% -$19.6K 0.21% 49
2025
Q4 		$916K Buy
7,846
+115
+1% +$11.9K 0.22% 49
2025
Q3 		$785K Sell
7,731
-1,276
-14% -$121K 0.19% 54
2025
Q2 		$767K Buy
+9,007
New +$651K 0.18% 57
2023
Q2 		– Sell
-178
Closed -$8.35K – 150
2023
Q1 		$8.35K Buy
178
+166
+1,383% +$8.15K ﹤0.01% 270
2022
Q4 		$536 Hold
12
– – ﹤0.01% 297
2022
Q3 		$0 Sell
12
-245
-95% -$12.1K ﹤0.01% 293
2022
Q2 		$12K Buy
257
+245
+2,042% +$12.3K ﹤0.01% 213
2022
Q1 		$1K Buy
12
+1
+9% +$62 ﹤0.01% 282
2021
Q4 		$1K Sell
11
-350
-97% -$23.3K ﹤0.01% 282
2021
Q3 		$25K Buy
361
+350
+3,182% +$24.5K 0.02% 171
2021
Q2 		$1K Hold
11
– – ﹤0.01% 256
2021
Q1 		$1K Hold
11
– – ﹤0.01% 249
2020
Q4 		$1K Buy
+11
New +$559 ﹤0.01% 228

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

Syverson Strege & Co's C Position: Q2 2026 in Review

Syverson Strege & Co reduced its Citigroup (C) stake by 2.4% in Q2 2026, selling an estimated $24.2K and leaving 7,488 shares worth $1.05M. The position accounts for 0.23% of the portfolio, ranked #46.

Syverson Strege & Co first reported a position in C in Q4 2020 and has held it in 15 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Syverson Strege & Co held 7,488 shares of Citigroup worth $1.05M as of Q2 2026.
  • Syverson Strege & Co sold 186 Citigroup shares in Q2 2026, an estimated $24.2K.
  • Citigroup made up 0.23% of Syverson Strege & Co's portfolio in Q2 2026, its #46 holding.
  • Syverson Strege & Co first reported a position in Citigroup in Q4 2020 and has held it in 15 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.