TOBAM
C icon

TOBAM’s Citigroup C Stock Holding History

TOBAM’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
Q3 		$854K Buy
+6,593
New +$888K 0.35% 85
2025
Q1 		– Sell
-1,975
Closed -$139K – 263
2024
Q4 		$139K Sell
1,975
-601
-23% -$40.5K 0.04% 186
2024
Q3 		$161K Sell
2,576
-1,261
-33% -$78K 0.03% 198
2024
Q2 		$243K Sell
3,837
-7,176
-65% -$442K 0.04% 172
2024
Q1 		$696K Sell
11,013
-679
-6% -$37.8K 0.06% 122
2023
Q4 		$601K Buy
11,692
+2,434
+26% +$108K 0.05% 119
2023
Q3 		$381K Sell
9,258
-699
-7% -$30.7K 0.03% 152
2023
Q2 		$458K Sell
9,957
-814
-8% -$38.1K 0.03% 147
2023
Q1 		$505K Buy
10,771
+732
+7% +$35.9K 0.03% 145
2022
Q4 		$454K Sell
10,039
-2,488
-20% -$113K 0.03% 146
2022
Q3 		$522K Sell
12,527
-2,052
-14% -$101K 0.04% 146
2022
Q2 		$670K Buy
14,579
+9,386
+181% +$470K 0.04% 152
2022
Q1 		$277K Buy
+5,193
New +$321K 0.01% 209

Other funds holding C

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TOBAM's C Position: Q3 2026 in Review

TOBAM opened a new position in Citigroup (C) in Q3 2026: 6,593 shares worth $854K. The stake represents 0.35% of the portfolio and ranks #85 among its holdings. This is a return to the name: TOBAM previously reported a position in C as recently as Q4 2024.

TOBAM first reported a position in C in Q1 2022 and has held it in 13 quarters since. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • TOBAM held 6,593 shares of Citigroup worth $854K as of Q3 2026.
  • Citigroup was a new TOBAM position in Q3 2026.
  • Citigroup made up 0.35% of TOBAM's portfolio in Q3 2026, its #85 holding.
  • TOBAM first reported a position in Citigroup in Q1 2022 and has held it in 13 quarters since.
  • 2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on TOBAM's 13F filing for Q3 2026, filed 3 Nov 2026.