Morton Capital Management »

Citigroup shares owned by Morton Capital Management

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

Historical chart of Morton Capital Management investment in Citigroup

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Citigroup by Morton Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $259k 1.9k 139.97

More positions owned by Morton Capital Management

Vaneck Merk Gold Etf Gold Shs (OUNZ)
Dimensional Etf Trust World Ex Us Core (DFAX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vaneck Etf Trust Natural Resourc (HAP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus 1000 Val Etf (IWD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Morton Capital Management

Top funds holding Citigroup

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Capital World Investors
Fisher Investments
Franklin Resources
Vanguard Portfolio Management
FMR
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Bank of New York Mellon
Susquehanna International

View all funds holding Citigroup