Tevis Investment Management’s Citigroup C Stock Holding History

Tevis 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 Q1	$1.66M	Buy	14,632 +643	+5%	+$73.2K	0.95%	34
2025 Q4	$1.42M	Hold	13,989	–	–	0.85%	36
2025 Q3	$1.42M	Sell	13,989 -5,069	-27%	-$481K	0.85%	36
2025 Q2	$1.62M	Sell	19,058 -844	-4%	-$61K	1.04%	32
2025 Q1	$1.4M	Hold	19,902	–	–	1.04%	32
2024 Q4	$1.4M	Sell	19,902 -494	-2%	-$33.3K	1.04%	32
2024 Q3	$1.28M	Buy	20,396 +631	+3%	+$39K	0.94%	33
2024 Q2	$1.25M	Buy	19,765 +4,989	+34%	+$308K	1.01%	35
2024 Q1	$934K	Buy	14,776 +4,509	+44%	+$251K	0.79%	43
2023 Q4	$528K	Buy	+10,267	New	+$455K	0.49%	59
2022 Q2	–	Sell	-70	Closed	-$4K	–	488
2022 Q1	$4K	Hold	70	–	–	﹤0.01%	441
2021 Q4	$4K	Buy	+70	New	+$4.65K	﹤0.01%	496

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

Tevis Investment Management's C Position: Q1 2026 in Review

Tevis Investment Management increased its Citigroup (C) stake by 4.6% in Q1 2026, buying an estimated $73.2K and bringing the position to 14,632 shares worth $1.66M. The position accounts for 0.95% of the portfolio, ranked #34.

Tevis Investment Management first reported a position in C in Q4 2021 and has held it in 12 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Tevis Investment Management held 14,632 shares of Citigroup worth $1.66M as of Q1 2026.
Tevis Investment Management bought 643 Citigroup shares in Q1 2026, an estimated $73.2K.
Citigroup made up 0.95% of Tevis Investment Management's portfolio in Q1 2026, its #34 holding.
Tevis Investment Management first reported a position in Citigroup in Q4 2021 and has held it in 12 quarters since.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.