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 Q2	$2.59M	Hold	18,500	–	–	0.56%	61
2026 Q1	$2.1M	Hold	18,500	–	–	0.49%	68
2025 Q4	$2.16M	Sell	18,500 -1,000	-5%	-$104K	0.51%	66
2025 Q3	$1.98M	Sell	19,500 -1,000	-5%	-$94.9K	0.48%	69
2025 Q2	$1.74M	Buy	20,500 +5,500	+37%	+$398K	0.47%	68
2025 Q1	$1.06M	Sell	15,000 -3,000	-17%	-$229K	0.33%	96
2024 Q4	$1.27M	Hold	18,000	–	–	0.35%	95
2024 Q3	$1.13M	Sell	18,000 -12,000	-40%	-$742K	0.35%	100
2024 Q2	$1.9M	Buy	30,000 +17,500	+140%	+$1.08M	0.59%	56
2024 Q1	$791K	Hold	12,500	–	–	0.27%	114
2023 Q4	$643K	Buy	+12,500	New	+$553K	0.25%	118

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

VELA Investment Management's C Position: Q2 2026 in Review

VELA Investment Management reduced its Citigroup (C) stake by 22% in Q2 2026, selling an estimated $404K and leaving 10,996 shares worth $1.54M. The position accounts for 0.34% of the portfolio, ranked #88.

VELA Investment Management first reported a position in C in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.24M in Q3 2025. 2,641 funds tracked by Wall St. Rank hold C as of Q2 2026.

VELA Investment Management held 10,996 shares of Citigroup worth $1.54M as of Q2 2026.
VELA Investment Management sold 3,101 Citigroup shares in Q2 2026, an estimated $404K.
Citigroup made up 0.34% of VELA Investment Management's portfolio in Q2 2026, its #88 holding.
VELA Investment Management first reported a position in Citigroup in Q4 2022 and has held it in 15 quarters since.
VELA Investment Management's Citigroup position peaked at $2.24M in Q3 2025.
2,641 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.