Zacks Investment Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $70.8M | Sell |
505,733
-2,074
| -0.4% | -$270K | 0.5% | 58 |
|
|
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
Zacks Investment Management's C Position: Q2 2026 in Review
Zacks Investment Management reduced its Citigroup (C) stake by 0.41% in Q2 2026, selling an estimated $270K and leaving 505,733 shares worth $70.8M. The position accounts for 0.5% of the portfolio, ranked #58.
Zacks Investment Management first reported a position in C in Q2 2013 and has held it in 30 quarters since. 2,638 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Zacks Investment Management held 505,733 shares of Citigroup worth $70.8M as of Q2 2026.
- Zacks Investment Management sold 2,074 Citigroup shares in Q2 2026, an estimated $270K.
- Citigroup made up 0.5% of Zacks Investment Management's portfolio in Q2 2026, its #58 holding.
- Zacks Investment Management first reported a position in Citigroup in Q2 2013 and has held it in 30 quarters since.
- 2,638 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.