Tidemark’s Citigroup C Stock Holding History

Tidemark’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	$2.52K	Buy	18 +5	+38%	+$651	﹤0.01%	671
2026 Q1	$1.47K	Buy	+13	New	+$1.48K	﹤0.01%	676

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tidemark's C Position: Q2 2026 in Review

Tidemark increased its Citigroup (C) stake by 38% in Q2 2026, buying an estimated $651 and bringing the position to 18 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

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

Tidemark held 18 shares of Citigroup worth $2.52K as of Q2 2026.
Tidemark bought 5 Citigroup shares in Q2 2026, an estimated $651.
Citigroup made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #671 holding.
Tidemark first reported a position in Citigroup in Q1 2026 and has held it in 2 quarters since.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.