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Van Hulzen Asset Management’s Citigroup C Stock Holding History

Van Hulzen Asset 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
Q1 		$235K Hold
2,069
– – 0.02% 325
2025
Q4 		$241K Buy
2,069
+80
+4% +$8.31K 0.02% 293
2025
Q3 		$202K Sell
1,989
-363
-15% -$34.4K 0.02% 320
2025
Q2 		$200K Buy
+2,352
New +$170K 0.02% 310
2025
Q1 		– Sell
-2,076
Closed -$146K – 415
2024
Q4 		$146K Buy
+2,076
New +$140K 0.01% 354
2022
Q1 		– Sell
-23,392
Closed -$1.41M – 313
2021
Q4 		$1.41M Sell
23,392
-64,000
-73% -$4.26M 0.15% 101
2021
Q3 		$6.13M Buy
87,392
+1,900
+2% +$133K 0.91% 40
2021
Q2 		$6.05M Buy
85,492
+5,300
+7% +$392K 0.91% 39
2021
Q1 		$5.83M Buy
+80,192
New +$5.35M 0.93% 39
2020
Q3 		– Sell
-7,554
Closed -$386K – 266
2020
Q2 		$386K Sell
7,554
-2,757
-27% -$131K 0.06% 155
2020
Q1 		$434K Sell
10,311
-551
-5% -$37K 0.09% 130
2019
Q4 		$868K Buy
10,862
+770
+8% +$56.9K 0.17% 97
2019
Q3 		$697K Sell
10,092
-507
-5% -$34.5K 0.15% 102
2019
Q2 		$742K Buy
10,599
+2,143
+25% +$143K 0.16% 98
2019
Q1 		$526K Sell
8,456
-126
-1% -$7.82K 0.14% 106
2018
Q4 		$447K Sell
8,582
-64,062
-88% -$4.06M 0.13% 117
2018
Q3 		$5.21M Buy
72,644
+11,014
+18% +$779K 1.39% 21
2018
Q2 		$4.12M Buy
61,630
+1,400
+2% +$96.4K 1.22% 30
2018
Q1 		$4.07M Buy
60,230
+56,444
+1,491% +$4.24M 1.25% 31
2017
Q4 		$282K Buy
+3,786
New +$280K 0.09% 161
2016
Q2 		– Sell
-2,876
Closed -$120K – 148
2016
Q1 		$120K Hold
2,876
– – 0.07% 128
2015
Q4 		$149K Sell
2,876
-1,000
-26% -$53.1K 0.09% 112
2015
Q3 		$192K Buy
+3,876
New +$212K 0.12% 104

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Van Hulzen Asset Management's C Position: Q1 2026 in Review

Van Hulzen Asset Management held its Citigroup (C) position steady in Q1 2026 at 2,069 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #325.

Van Hulzen Asset Management first reported a position in C in Q3 2015 and has held it in 23 quarters since. The position peaked at $6.13M in Q3 2021. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Van Hulzen Asset Management held 2,069 shares of Citigroup worth $235K as of Q1 2026.
  • Van Hulzen Asset Management left its Citigroup share count unchanged in Q1 2026.
  • Citigroup made up 0.02% of Van Hulzen Asset Management's portfolio in Q1 2026, its #325 holding.
  • Van Hulzen Asset Management first reported a position in Citigroup in Q3 2015 and has held it in 23 quarters since.
  • Van Hulzen Asset Management's Citigroup position peaked at $6.13M in Q3 2021.
  • 2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.