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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
Q2 		$1.41M Sell
10,084
-4,548
-31% -$592K 0.77% 42
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
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

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

Tevis Investment Management reduced its Citigroup (C) stake by 31% in Q2 2026, selling an estimated $592K and leaving 10,084 shares worth $1.41M. The position accounts for 0.77% of the portfolio, ranked #42.

Tevis Investment Management first reported a position in C in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.66M in Q1 2026. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Tevis Investment Management held 10,084 shares of Citigroup worth $1.41M as of Q2 2026.
  • Tevis Investment Management sold 4,548 Citigroup shares in Q2 2026, an estimated $592K.
  • Citigroup made up 0.77% of Tevis Investment Management's portfolio in Q2 2026, its #42 holding.
  • Tevis Investment Management first reported a position in Citigroup in Q4 2021 and has held it in 13 quarters since.
  • Tevis Investment Management's Citigroup position peaked at $1.66M in Q1 2026.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Tevis Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.