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 Q2	$289K	Sell	2,064 -5	-0.2%	-$651	0.02%	321
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 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

Van Hulzen Asset Management's C Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Citigroup (C) stake by 0.24% in Q2 2026, selling an estimated $651 and leaving 2,064 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #321.

Van Hulzen Asset Management first reported a position in C in Q3 2015 and has held it in 24 quarters since. The position peaked at $6.13M in Q3 2021. 2,641 funds tracked by Wall St. Rank hold C as of Q2 2026.

Van Hulzen Asset Management held 2,064 shares of Citigroup worth $289K as of Q2 2026.
Van Hulzen Asset Management sold 5 Citigroup shares in Q2 2026, an estimated $651.
Citigroup made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #321 holding.
Van Hulzen Asset Management first reported a position in Citigroup in Q3 2015 and has held it in 24 quarters since.
Van Hulzen Asset Management's Citigroup position peaked at $6.13M in Q3 2021.
2,641 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.