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Citigroup shares owned by Ballast

Quarter-by-quarter ownership of Citigroup (C) shares owned by Ballast from 13F filings

Historical chart of Ballast investment in Citigroup

Tip: Access up to 7 years of quarterly data

All positions including Citigroup held by Ballast consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Ballast

Quarter filed Position value Share count Share price at filing
2026-06-30 $675k 4.8k 139.96

More positions owned by Ballast

Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard World Health Car Etf (VHT)
Ishares Tr Pfd And Incm Sec (PFF)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Micron Technology (MU)

View all positions for Ballast

Top funds holding Citigroup

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Capital World Investors
Franklin Resources
Fisher Investments
Vanguard Portfolio Management
FMR
Susquehanna International
Morgan Stanley
Bank of America Corporation
Bank of New York Mellon
Citadel Advisors
Northern Trust

View all funds holding Citigroup