ZIM
C icon

Zacks Investment Management’s Citigroup C Stock Holding History

Zacks 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 		$57.6M Sell
507,807
-5,339
-1% -$608K 0.46% 62
2025
Q4 		$59.9M Sell
513,146
-1,565
-0.3% -$163K 0.47% 58
2025
Q3 		$52.2M Sell
514,711
-545
-0.1% -$51.7K 0.42% 67
2025
Q2 		$43.9M Buy
515,256
+6,857
+1% +$496K 0.38% 75
2025
Q1 		$36.1M Buy
508,399
+7,311
+1% +$557K 0.34% 80
2024
Q4 		$35.3M Sell
501,088
-11,736
-2% -$791K 0.33% 87
2024
Q3 		$32.1M Buy
512,824
+17,685
+4% +$1.09M 0.28% 94
2024
Q2 		$31.4M Buy
495,139
+13,990
+3% +$863K 0.35% 71
2024
Q1 		$30.4M Buy
481,149
+21,176
+5% +$1.18M 0.32% 82
2023
Q4 		$23.7M Sell
459,973
-34,106
-7% -$1.51M 0.29% 95
2023
Q3 		$20.3M Sell
494,079
-2,520
-0.5% -$111K 0.26% 97
2023
Q2 		$22.9M Buy
496,599
+4,537
+0.9% +$212K 0.29% 86
2023
Q1 		$23.1M Buy
492,062
+34,399
+8% +$1.69M 0.31% 82
2022
Q4 		$20.7M Sell
457,663
-114,741
-20% -$5.21M 0.29% 85
2022
Q3 		$23.9M Buy
572,404
+129,753
+29% +$6.41M 0.38% 74
2022
Q2 		$20.4M Buy
442,651
+22,608
+5% +$1.13M 0.31% 84
2022
Q1 		$22.4M Buy
420,043
+38,621
+10% +$2.39M 0.31% 85
2021
Q4 		$23M Sell
381,422
-16,634
-4% -$1.11M 0.32% 86
2021
Q3 		$27.9M Buy
398,056
+10,793
+3% +$754K 0.44% 70
2021
Q2 		$27.4M Buy
387,263
+20,406
+6% +$1.51M 0.44% 71
2021
Q1 		$26.7M Sell
366,857
-11,262
-3% -$752K 0.48% 68
2020
Q4 		$23.3M Sell
378,119
-33,061
-8% -$1.68M 0.43% 71
2020
Q3 		$17.7M Buy
411,180
+17,455
+4% +$870K 0.36% 76
2020
Q2 		$20.1M Sell
393,725
-9,357
-2% -$444K 0.44% 69
2020
Q1 		$17M Buy
403,082
+4,160
+1% +$279K 0.42% 67
2019
Q4 		$31.9M Buy
+398,922
New +$29.5M 0.6% 54
2014
Q1 		– Sell
-215,440
Closed -$11.2M – 675
2013
Q4 		$11.2M Sell
215,440
-18,156
-8% -$919K 0.44% 86
2013
Q3 		$11.3M Sell
233,596
-13,683
-6% -$692K 0.49% 75
2013
Q2 		$11.9M Buy
+247,279
New +$11.9M 0.54% 63

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zacks Investment Management's C Position: Q1 2026 in Review

Zacks Investment Management reduced its Citigroup (C) stake by 1% in Q1 2026, selling an estimated $608K and leaving 507,807 shares worth $57.6M. The position accounts for 0.46% of the portfolio, ranked #62.

Zacks Investment Management first reported a position in C in Q2 2013 and has held it in 29 quarters since. The position peaked at $59.9M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Zacks Investment Management held 507,807 shares of Citigroup worth $57.6M as of Q1 2026.
  • Zacks Investment Management sold 5,339 Citigroup shares in Q1 2026, an estimated $608K.
  • Citigroup made up 0.46% of Zacks Investment Management's portfolio in Q1 2026, its #62 holding.
  • Zacks Investment Management first reported a position in Citigroup in Q2 2013 and has held it in 29 quarters since.
  • Zacks Investment Management's Citigroup position peaked at $59.9M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.