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Warwick Investment Management’s Citigroup C Stock Holding History

Warwick 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 		$295K Buy
2,108
+141
+7% +$18.4K 0.03% 119
2026
Q1 		$223K Sell
1,967
-56
-3% -$6.38K 0.03% 122
2025
Q4 		$236K Sell
2,023
-210
-9% -$21.8K 0.04% 135
2025
Q3 		$227K Buy
+2,233
New +$212K 0.04% 137

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

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

Warwick Investment Management increased its Citigroup (C) stake by 7.2% in Q2 2026, buying an estimated $18.4K and bringing the position to 2,108 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #119.

Warwick Investment Management first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Warwick Investment Management held 2,108 shares of Citigroup worth $295K as of Q2 2026.
  • Warwick Investment Management bought 141 Citigroup shares in Q2 2026, an estimated $18.4K.
  • Citigroup made up 0.03% of Warwick Investment Management's portfolio in Q2 2026, its #119 holding.
  • Warwick Investment Management first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.