SEC 13F Intelligence

Capital Analysts, LLC / C

Capital Analysts, LLC’s Citigroup Inc Position

Does Capital Analysts, LLC own Citigroup Inc (C)? Yes — 234.1K shares worth $27M (+0.70% of its 13F portfolio) as of Q1 2026, down from 241.8K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
234.1K
% of Portfolio
+0.70%
Quarters Held
30
currently held

Position History C

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $5MQ4 ’22: $6MQ4 ’22Q1 ’23: $7MQ2 ’23: $8MQ3 ’23: $8MQ4 ’23: $10MQ4 ’23Q1 ’24: $14MQ2 ’24: $14MQ3 ’24: $14MQ4 ’24: $16MQ4 ’24Q1 ’25: $16MQ2 ’25: $21MQ3 ’25: $25MQ4 ’25: $28MQ4 ’25Q1 ’26: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026234.1K$27M+0.70%
Q4 2025241.8K$28M+0.78%
Q3 2025241.5K$25M+0.72%
Q2 2025241.2K$21M+0.68%
Q1 2025231.1K$16M+0.61%
Q4 2024226.4K$16M+0.64%
Q3 2024222.6K$14M+0.57%
Q2 2024220.0K$14M+0.62%
Q1 2024216.5K$14M+0.64%
Q4 2023192.3K$10M+0.50%
Q3 2023186.9K$8M+0.43%
Q2 2023168.2K$8M+0.43%
Q1 2023151.1K$7M+0.41%
Q4 2022129.1K$6M+0.36%
Q3 2022128.4K$5M+0.37%
Q2 2022115.3K$5M+0.37%
Q1 2022103.9K$6M+0.35%
Q4 202197.8K$6M+0.36%
Q3 202190.9K$6M+0.42%
Q2 202188.9K$6M+0.42%
Q1 202185.7K$6M+0.43%
Q4 202065.7K$4M+0.36%
Q3 202060.4K$3M+0.25%
Q2 202057.5K$3M+0.31%
Q1 202058.1K$2M+0.30%
Q4 201956.1K$4M+0.44%
Q3 201955.9K$4M+0.41%
Q2 201954.7K$4M+0.42%
Q1 201957.8K$4M+0.42%
Q4 201855.3K$3M+0.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Analysts, LLC’s full portfolio or all institutional holders of C.