ZIG
C icon

Zullo Investment Group’s Citigroup C Stock Holding History

Zullo Investment Group’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 		$731K Sell
5,224
-77
-1% -$10K 0.25% 75
2026
Q1 		$601K Buy
5,301
+6
+0.1% +$683 0.23% 82
2025
Q4 		$618K Sell
5,295
-264
-5% -$27.4K 0.23% 82
2025
Q3 		$564K Buy
5,559
+61
+1% +$5.79K 0.21% 87
2025
Q2 		$468K Buy
5,498
+189
+4% +$13.7K 0.19% 93
2025
Q1 		$377K Buy
5,309
+214
+4% +$16.3K 0.16% 102
2024
Q4 		$359K Buy
5,095
+283
+6% +$19.1K 0.14% 104
2024
Q3 		$301K Buy
4,812
+21
+0.4% +$1.3K 0.13% 120
2024
Q2 		$304K Buy
4,791
+94
+2% +$5.8K 0.13% 118
2024
Q1 		$297K Buy
4,697
+446
+10% +$24.8K 0.14% 118
2023
Q4 		$219K Buy
+4,251
New +$188K 0.11% 135
2023
Q1 		– Sell
-4,034
Closed -$182K – 205
2022
Q4 		$182K Buy
4,034
+7
+0.2% +$318 0.11% 142
2022
Q3 		$168K Buy
4,027
+188
+5% +$9.29K 0.11% 145
2022
Q2 		$177K Buy
3,839
+194
+5% +$9.71K 0.11% 150
2022
Q1 		$195K Buy
3,645
+106
+3% +$6.55K 0.1% 153
2021
Q4 		$214K Buy
+3,539
New +$235K 0.11% 155

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

Zullo Investment Group's C Position: Q2 2026 in Review

Zullo Investment Group reduced its Citigroup (C) stake by 1.5% in Q2 2026, selling an estimated $10K and leaving 5,224 shares worth $731K. The position accounts for 0.25% of the portfolio, ranked #75.

Zullo Investment Group first reported a position in C in Q4 2021 and has held it in 16 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Zullo Investment Group held 5,224 shares of Citigroup worth $731K as of Q2 2026.
  • Zullo Investment Group sold 77 Citigroup shares in Q2 2026, an estimated $10K.
  • Citigroup made up 0.25% of Zullo Investment Group's portfolio in Q2 2026, its #75 holding.
  • Zullo Investment Group first reported a position in Citigroup in Q4 2021 and has held it in 16 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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