TwinBeech Capital’s Citigroup C Stock Holding History

TwinBeech Capital’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	$777K	Buy	5,553 +1,465	+36%	+$191K	0.14%	174
2026 Q1	$464K	Buy	4,088 +847	+26%	+$96.5K	0.05%	370
2025 Q4	$378K	Sell	3,241 -9,317	-74%	-$968K	0.03%	445
2025 Q3	$1.27M	Buy	12,558 +7,214	+135%	+$685K	0.05%	281
2025 Q2	$455K	Buy	+5,344	New	+$386K	0.01%	502
2024 Q4	–	Sell	-13,062	Closed	-$818K	–	640
2024 Q3	$818K	Sell	13,062 -145,097	-92%	-$8.97M	0.02%	537
2024 Q2	$10M	Buy	+158,159	New	+$9.75M	0.2%	137
2023 Q4	–	Sell	-184,777	Closed	-$7.6M	–	666
2023 Q3	$7.6M	Sell	184,777 -324,480	-64%	-$14.2M	0.15%	192
2023 Q2	$23.4M	Buy	+509,257	New	+$23.9M	0.46%	59
2022 Q1	–	Sell	-75,147	Closed	-$4.54M	–	514
2021 Q4	$4.54M	Buy	+75,147	New	+$5M	0.26%	111
2021 Q1	–	Sell	-35,130	Closed	-$2.17M	–	465
2020 Q4	$2.17M	Buy	+35,130	New	+$1.79M	0.35%	92
2020 Q3	–	Sell	-94,171	Closed	-$4.81M	–	440
2020 Q2	$4.81M	Buy	+94,171	New	+$4.47M	1.05%	14

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

TwinBeech Capital's C Position: Q2 2026 in Review

TwinBeech Capital increased its Citigroup (C) stake by 36% in Q2 2026, buying an estimated $191K and bringing the position to 5,553 shares worth $777K. The position accounts for 0.14% of the portfolio, ranked #174.

TwinBeech Capital first reported a position in C in Q2 2020 and has held it in 12 quarters since. The position peaked at $23.4M in Q2 2023. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

TwinBeech Capital held 5,553 shares of Citigroup worth $777K as of Q2 2026.
TwinBeech Capital bought 1,465 Citigroup shares in Q2 2026, an estimated $191K.
Citigroup made up 0.14% of TwinBeech Capital's portfolio in Q2 2026, its #174 holding.
TwinBeech Capital first reported a position in Citigroup in Q2 2020 and has held it in 12 quarters since.
TwinBeech Capital's Citigroup position peaked at $23.4M in Q2 2023.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.