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Viewpoint Capital Management’s Citigroup C Stock Holding History

Viewpoint Capital 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 		$6.31M Sell
45,081
-13,559
-23% -$1.77M 3.21% 7
2026
Q1 		$6.65M Sell
58,640
-2,250
-4% -$256K 3.11% 7
2025
Q4 		$7.11M Sell
60,890
-610
-1% -$63.3K 3.08% 8
2025
Q3 		$6.24M Hold
61,500
– – 2.75% 9
2025
Q2 		$5.23M Sell
61,500
-300
-0.5% -$21.7K 2.57% 9
2025
Q1 		$4.39M Buy
61,800
+740
+1% +$56.4K 2.36% 10
2024
Q4 		$4.3M Sell
61,060
-265
-0.4% -$17.9K 2.26% 10
2024
Q3 		$3.79M Sell
61,325
-660
-1% -$40.8K 2.12% 11
2024
Q2 		$3.93M Buy
61,985
+15
+0% +$925 2.41% 9
2024
Q1 		$3.92M Sell
61,970
-141
-0.2% -$7.85K 2.49% 9
2023
Q4 		$3.19M Sell
62,111
-55
-0.1% -$2.44K 2.23% 10
2023
Q3 		$2.56M Buy
62,166
+600
+1% +$26.3K 2.04% 14
2023
Q2 		$2.83M Buy
61,566
+1,400
+2% +$65.6K 2.19% 12
2023
Q1 		$2.82M Sell
60,166
-455
-0.8% -$22.3K 2.53% 8
2022
Q4 		$2.74M Sell
60,621
-181
-0.3% -$8.22K 2.65% 11
2022
Q3 		$2.53M Sell
60,802
-591
-1% -$29.2K 2.51% 10
2022
Q2 		$2.82M Sell
61,393
-185
-0.3% -$9.25K 2.65% 9
2022
Q1 		$3.29M Sell
61,578
-360
-0.6% -$22.2K 2.53% 7
2021
Q4 		$3.74M Buy
+61,938
New +$4.12M 2.71% 7

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Viewpoint Capital Management's C Position: Q2 2026 in Review

Viewpoint Capital Management reduced its Citigroup (C) stake by 23% in Q2 2026, selling an estimated $1.77M and leaving 45,081 shares worth $6.31M. The position accounts for 3.21% of the portfolio, ranked #7.

Viewpoint Capital Management first reported a position in C in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.11M in Q4 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Viewpoint Capital Management held 45,081 shares of Citigroup worth $6.31M as of Q2 2026.
  • Viewpoint Capital Management sold 13,559 Citigroup shares in Q2 2026, an estimated $1.77M.
  • Citigroup made up 3.21% of Viewpoint Capital Management's portfolio in Q2 2026, its #7 holding.
  • Viewpoint Capital Management first reported a position in Citigroup in Q4 2021 and has held it in 19 quarters since.
  • Viewpoint Capital Management's Citigroup position peaked at $7.11M in Q4 2025.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.