VeraBank’s Citigroup C Stock Holding History

VeraBank’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	$342K	Hold	3,020	–	–	0.06%	139
2025 Q4	$352K	Sell	3,020 -26	-0.9%	-$2.7K	0.06%	140
2025 Q3	$309K	Hold	3,046	–	–	0.06%	149
2025 Q2	$259K	Buy	+3,046	New	+$220K	0.05%	166
2024 Q1	–	Sell	-4,474	Closed	-$230K	–	146
2023 Q4	$230K	Buy	+4,474	New	+$198K	0.08%	132
2023 Q3	–	Sell	-4,790	Closed	-$221K	–	138
2023 Q2	$221K	Sell	4,790 -399	-8%	-$18.7K	0.09%	128
2023 Q1	$243K	Sell	5,189 -505	-9%	-$24.8K	0.11%	121
2022 Q4	$258K	Sell	5,694 -782	-12%	-$35.5K	0.13%	108
2022 Q3	$270K	Sell	6,476 -139	-2%	-$6.87K	0.17%	102
2022 Q2	$304K	Sell	6,615 -1,444	-18%	-$72.2K	0.18%	102
2022 Q1	$431K	Sell	8,059 -1,349	-14%	-$83.3K	0.22%	87
2021 Q4	$568K	Sell	9,408 -1,419	-13%	-$94.3K	0.29%	77
2021 Q3	$759K	Buy	10,827 +1,174	+12%	+$82.1K	0.43%	59
2021 Q2	$683K	Buy	9,653 +300	+3%	+$22.2K	0.41%	59
2021 Q1	$680K	Sell	9,353 -410	-4%	-$27.4K	0.44%	55
2020 Q4	$602K	Sell	9,763 -3,638	-27%	-$185K	0.42%	56
2020 Q3	$578K	Hold	13,401	–	–	0.44%	53
2020 Q2	$685K	Sell	13,401 -402	-3%	-$19.1K	0.56%	44
2020 Q1	$581K	Sell	13,803 -1,251	-8%	-$84K	0.56%	49
2019 Q4	$1.2M	Sell	15,054 -569	-4%	-$42K	0.97%	32
2019 Q3	$1.08M	Sell	15,623 -1,627	-9%	-$111K	0.97%	31
2019 Q2	$1.21M	Buy	+17,250	New	+$1.15M	1.13%	29

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

VeraBank's C Position: Q1 2026 in Review

VeraBank held its Citigroup (C) position steady in Q1 2026 at 3,020 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #139.

VeraBank first reported a position in C in Q2 2019 and has held it in 22 quarters since. The position peaked at $1.21M in Q2 2019. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

VeraBank held 3,020 shares of Citigroup worth $342K as of Q1 2026.
VeraBank left its Citigroup share count unchanged in Q1 2026.
Citigroup made up 0.06% of VeraBank's portfolio in Q1 2026, its #139 holding.
VeraBank first reported a position in Citigroup in Q2 2019 and has held it in 22 quarters since.
VeraBank's Citigroup position peaked at $1.21M in Q2 2019.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on VeraBank's 13F filing for Q1 2026, filed 12 May 2026.