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	$2.1M	Hold	18,500	–	–	0.48%	68
2025 Q4	$2.16M	Sell	18,500 -1,000	-5%	-$104K	0.51%	67
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 $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.