VELA Investment Management’s Citigroup C Stock Holding History

VELA Investment 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	$1.6M	Sell	14,097 -2,407	-15%	-$274K	0.37%	86
2025 Q4	$1.93M	Sell	16,504 -5,528	-25%	-$574K	0.45%	72
2025 Q3	$2.24M	Hold	22,032	–	–	0.55%	57
2025 Q2	$1.88M	Sell	22,032 -3,565	-14%	-$258K	0.51%	64
2025 Q1	$1.82M	Sell	25,597 -815	-3%	-$62.1K	0.57%	58
2024 Q4	$1.86M	Sell	26,412 -26	-0.1%	-$1.75K	0.52%	68
2024 Q3	$1.66M	Buy	26,438 +4,139	+19%	+$256K	0.51%	68
2024 Q2	$1.42M	Buy	22,299 +236	+1%	+$14.6K	0.44%	79
2024 Q1	$1.4M	Buy	22,063 +4,139	+23%	+$230K	0.47%	69
2023 Q4	$922K	Buy	17,924 +3,556	+25%	+$157K	0.35%	98
2023 Q3	$591K	Buy	14,368 +1,233	+9%	+$54.1K	0.26%	101
2023 Q2	$605K	Sell	13,135 -588	-4%	-$27.5K	0.28%	103
2023 Q1	$643K	Buy	13,723 +7,950	+138%	+$390K	0.29%	101
2022 Q4	$261K	Buy	+5,773	New	+$262K	0.13%	131

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VELA Investment Management's C Position: Q1 2026 in Review

VELA Investment Management reduced its Citigroup (C) stake by 15% in Q1 2026, selling an estimated $274K and leaving 14,097 shares worth $1.6M. The position accounts for 0.37% of the portfolio, ranked #86.

VELA Investment Management first reported a position in C in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.24M in Q3 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

VELA Investment Management held 14,097 shares of Citigroup worth $1.6M as of Q1 2026.
VELA Investment Management sold 2,407 Citigroup shares in Q1 2026, an estimated $274K.
Citigroup made up 0.37% of VELA Investment Management's portfolio in Q1 2026, its #86 holding.
VELA Investment Management first reported a position in Citigroup in Q4 2022 and has held it in 14 quarters since.
VELA Investment Management's Citigroup position peaked at $2.24M in Q3 2025.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on VELA Investment Management's 13F filing for Q1 2026, filed 8 May 2026.