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Wasatch Advisors’s Citigroup C Stock Holding History

Wasatch Advisors’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 		$6.38M Sell
45,570
-11,113
-20% -$1.45M 0.04% 166
2026
Q1 		$6.43M Hold
56,683
– – 0.04% 151
2025
Q4 		$6.61M Sell
56,683
-121
-0.2% -$12.6K 0.04% 161
2025
Q3 		$5.77M Buy
56,804
+244
+0.4% +$23.2K 0.03% 179
2025
Q2 		$4.81M Buy
56,560
+5,000
+10% +$361K 0.03% 190
2025
Q1 		$3.66M Buy
51,560
+8,113
+19% +$619K 0.02% 204
2024
Q4 		$3.06M Hold
43,447
– – 0.02% 207
2024
Q3 		$2.72M Sell
43,447
-11,029
-20% -$682K 0.01% 219
2024
Q2 		$3.46M Sell
54,476
-10,000
-16% -$617K 0.02% 206
2024
Q1 		$4.08M Sell
64,476
-3,906
-6% -$217K 0.02% 209
2023
Q4 		$3.52M Buy
68,382
+4,000
+6% +$177K 0.02% 211
2023
Q3 		$2.65M Hold
64,382
– – 0.02% 231
2023
Q2 		$2.96M Sell
64,382
-2,000
-3% -$93.7K 0.02% 230
2023
Q1 		$3.11M Buy
66,382
+15,300
+30% +$751K 0.02% 225
2022
Q4 		$2.31M Hold
51,082
– – 0.02% 233
2022
Q3 		$2.13M Sell
51,082
-5,000
-9% -$247K 0.01% 226
2022
Q2 		$2.58M Sell
56,082
-8,000
-12% -$400K 0.02% 228
2022
Q1 		$3.42M Sell
64,082
-1,000
-2% -$61.8K 0.02% 235
2021
Q4 		$3.93M Buy
65,082
+1,000
+2% +$66.5K 0.02% 233
2021
Q3 		$4.5M Sell
64,082
-68
-0.1% -$4.75K 0.02% 244
2021
Q2 		$4.54M Buy
64,150
+6,050
+10% +$448K 0.02% 247
2021
Q1 		$4.23M Buy
58,100
+100
+0.2% +$6.67K 0.02% 237
2020
Q4 		$3.58M Sell
58,000
-6,057
-9% -$308K 0.02% 224
2020
Q3 		$2.76M Buy
64,057
+3,100
+5% +$154K 0.02% 224
2020
Q2 		$3.12M Sell
60,957
-8,957
-13% -$425K 0.02% 214
2020
Q1 		$2.94M Buy
69,914
+18,228
+35% +$1.22M 0.03% 201
2019
Q4 		$4.13M Sell
51,686
-9,050
-15% -$669K 0.03% 215
2019
Q3 		$4.2M Sell
60,736
-9,011
-13% -$613K 0.04% 206
2019
Q2 		$4.88M Sell
69,747
-2,000
-3% -$134K 0.05% 180
2019
Q1 		$4.46M Sell
71,747
-25,100
-26% -$1.56M 0.05% 180
2018
Q4 		$5.04M Buy
96,847
+6,236
+7% +$395K 0.07% 156
2018
Q3 		$6.5M Sell
90,611
-34,058
-27% -$2.41M 0.07% 142
2018
Q2 		$8.34M Sell
124,669
-5,180
-4% -$357K 0.1% 132
2018
Q1 		$8.77M Sell
129,849
-12,700
-9% -$955K 0.11% 120
2017
Q4 		$10.6M Buy
142,549
+14,906
+12% +$1.1M 0.14% 116
2017
Q3 		$9.29M Sell
127,643
-18,113
-12% -$1.24M 0.13% 118
2017
Q2 		$9.75M Sell
145,756
-58,109
-29% -$3.56M 0.14% 116
2017
Q1 		$12.2M Sell
203,865
-55,350
-21% -$3.27M 0.18% 99
2016
Q4 		$15.4M Sell
259,215
-179,220
-41% -$9.67M 0.23% 86
2016
Q3 		$20.7M Sell
438,435
-101,537
-19% -$4.62M 0.31% 79
2016
Q2 		$22.9M Buy
539,972
+145,663
+37% +$6.44M 0.35% 78
2016
Q1 		$16.5M Buy
394,309
+192,863
+96% +$8.06M 0.25% 104
2015
Q4 		$10.4M Sell
201,446
-384,579
-66% -$20.4M 0.14% 150
2015
Q3 		$29.1M Sell
586,025
-509,904
-47% -$27.9M 0.39% 84
2015
Q2 		$60.5M Sell
1,095,929
-73,143
-6% -$3.98M 0.66% 46
2015
Q1 		$60.2M Sell
1,169,072
-108,973
-9% -$5.55M 0.63% 49
2014
Q4 		$69.2M Sell
1,278,045
-294,628
-19% -$15.6M 0.72% 43
2014
Q3 		$81.5M Buy
1,572,673
+356,981
+29% +$17.9M 0.85% 29
2014
Q2 		$57.3M Buy
1,215,692
+47,691
+4% +$2.27M 0.56% 53
2014
Q1 		$55.6M Buy
1,168,001
+319,115
+38% +$15.9M 0.54% 57
2013
Q4 		$44.2M Sell
848,886
-39,963
-4% -$2.02M 0.43% 81
2013
Q3 		$43.1M Buy
888,849
+508,849
+134% +$25.7M 0.45% 79
2013
Q2 		$18.2M Buy
+380,000
New +$18.3M 0.2% 165

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Wasatch Advisors's C Position: Q2 2026 in Review

Wasatch Advisors reduced its Citigroup (C) stake by 20% in Q2 2026, selling an estimated $1.45M and leaving 45,570 shares worth $6.38M. The position accounts for 0.04% of the portfolio, ranked #166.

Wasatch Advisors first reported a position in C in Q2 2013 and has held it in 53 quarters since. The position peaked at $81.5M in Q3 2014. 1,054 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Wasatch Advisors held 45,570 shares of Citigroup worth $6.38M as of Q2 2026.
  • Wasatch Advisors sold 11,113 Citigroup shares in Q2 2026, an estimated $1.45M.
  • Citigroup made up 0.04% of Wasatch Advisors's portfolio in Q2 2026, its #166 holding.
  • Wasatch Advisors first reported a position in Citigroup in Q2 2013 and has held it in 53 quarters since.
  • Wasatch Advisors's Citigroup position peaked at $81.5M in Q3 2014.
  • 1,054 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.