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Union Savings Bank’s Citigroup C Stock Holding History

Union Savings Bank’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 		$261K Hold
1,867
– – 0.11% 110
2026
Q1 		$212K Hold
1,867
– – 0.09% 124
2025
Q4 		$218K Buy
+1,867
New +$194K 0.09% 124
2025
Q2 		$181K Buy
1,928
+453
+31% +$32.7K 0.08% 132
2025
Q1 		$105K Hold
1,475
– – 0.05% 170
2024
Q4 		$104K Hold
1,475
– – 0.05% 171
2024
Q3 		$92.3K Sell
1,475
-115
-7% -$7.11K 0.05% 186
2024
Q2 		$101K Hold
1,590
– – 0.05% 178
2024
Q1 		$101K Hold
1,590
– – 0.05% 176
2023
Q4 		$81.8K Buy
1,590
+500
+46% +$22.1K 0.05% 187
2023
Q3 		$44.8K Buy
1,090
+450
+70% +$19.8K 0.03% 212
2023
Q2 		$30.5K Buy
+640
New +$30K 0.02% 231

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

Union Savings Bank's C Position: Q2 2026 in Review

Union Savings Bank held its Citigroup (C) position steady in Q2 2026 at 1,867 shares worth $261K. The position accounts for 0.11% of the portfolio, ranked #110.

Union Savings Bank first reported a position in C in Q2 2023 and has held it in 12 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Union Savings Bank held 1,867 shares of Citigroup worth $261K as of Q2 2026.
  • Union Savings Bank left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.11% of Union Savings Bank's portfolio in Q2 2026, its #110 holding.
  • Union Savings Bank first reported a position in Citigroup in Q2 2023 and has held it in 12 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.