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Citigroup shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial investment in Citigroup

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

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Quarterly reported holdings in Citigroup by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $21k 149 139.69

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Alphabet Inc Cap Stk Cl A Stock (GOOGL)
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Ishares Core S&p 500 Etf Etf (IVV)
Visa Inc Com Cl A Stock (V)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Caterpillar Stock (CAT)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Jpmorgan Chase & Co Stock (JPM)
Walmart Stock (WMT)
Wells Fargo & Co Stock (WFC)
International Business Machs Stock (IBM)
Fidelity Msci Health Care Index Etf Etf (FHLC)

View all positions for Roxbury Financial

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