BURNEY CO/ C — D CITIGRP COM

Ownership history in BURNEY CO/  ·  94 quarters on record

AI Ownership Summary

BURNEY CO/ reported D CITIGRP COM (C) in 94 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.61% in 2026 Q2. The latest visible filing shows C at 0.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this C ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURNEY CO/'s position in D CITIGRP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

C was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

C stock page BURNEY CO/ fund profile BURNEY CO/ full holdings
How BURNEY CO/ held C — position size vs. price
% of Fund (quarterly)    C price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 161,718 +104,736 +183.8% 0.61% $22.6M 2026-07-15 $134.21
2026 Q1 REDUCED 13.9% +26.2% ❌ 56,982 -9,197 -13.9% 0.20% $6.5M 2026-04-29 $126.37
2025 Q4 ADDED — — — 66,179 +1,202 +1.8% 0.24% $7.7M 2026-01-23 $111.90
2025 Q3 REDUCED — — — 64,977 -628 -1.0% 0.21% $6.6M 2025-10-16 $94.27
2025 Q2 REDUCED — — — 65,605 -2,230 -3.3% 0.19% $5.6M 2025-08-05 $89.62
2025 Q1 ADDED — — — 67,835 +461 +0.7% 0.18% $4.8M 2025-05-06 $67.59
2024 Q4 REDUCED — — — 67,374 -535 -0.8% 0.17% $4.7M 2025-01-14 $70.45
2024 Q3 REDUCED 31.6% +13.4% ❌ 67,909 -31,349 -31.6% 0.15% $4.3M 2024-10-18 $59.71
2024 Q2 REDUCED 5.5% -0.4% ✅ 99,258 -5,825 -5.5% 0.24% $6.3M 2024-07-29 $60.51
2024 Q1 REDUCED 39.1% +1.2% ❌ 105,083 -67,412 -39.1% 0.25% $6.6M 2024-05-22 $60.06
84 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding C

As of 2026 Q2 — sorted by position size

TERRIL BROTHERS, INC. 3Y 7Y 14.57% Kazazian Asset Management, LLC 3Y 7Y 14.05% Spectrum Financial Alliance Ltd LLC 3Y 7Y 13.2% SALZHAUER MICHAEL 3Y 7Y 7.58% Provident Living Financial Services, Inc. 7.29% MARVIN & PALMER ASSOCIATES INC 3Y 7Y 6.94% Nexus Investment Management ULC 3Y 7Y 6.76% Connective Portfolio Management, LLC 3Y 6.06% CERTUITY, LLC 3Y 5.84% Carmel Capital Management L.L.C. 3Y 5.44%

FAQ About BURNEY CO/ and C

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURNEY CO/ reported owning C?

BURNEY CO/ reported C across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported C position in BURNEY CO/'s portfolio?

The largest reported portfolio weight for C was 0.61% in 2026 Q2.

What is the latest reported C position on this page?

The most recent filing on this page is 2026 Q2, when BURNEY CO/ reported 161,718 shares, equal to 0.61% of portfolio, with an estimated market value of $22.6M.

What does the chart on this C ownership page compare?

The chart compares BURNEY CO/'s quarterly C portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BURNEY CO/ time their C position?

Based on 13F filing dates vs. subsequent C price moves, BURNEY CO/ correctly timed 43 out of 91 reported position changes (47%). The annualised alpha on C relative to SPY over the holding period was -10.9%.

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