Chesley Taft & Associates LLC C — Citigroup Inc. COM

Ownership history in Chesley Taft & Associates LLC  ·  57 quarters on record

AI Ownership Summary

Chesley Taft & Associates LLC reported Citigroup Inc. COM (C) in 57 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.71% in 2026 Q1. The latest visible filing shows C at 0.71% 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 Chesley Taft & Associates LLC's position in Citigroup Inc. 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 Q1

C was reported at 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 to 2026 Q1

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 Chesley Taft & Associates LLC fund profile Chesley Taft & Associates LLC full holdings
How Chesley Taft & Associates LLC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 148,935 +1,562 +1.1% 0.71% $16.9M 2026-04-13 $125.69
2025 Q4 ADDED — — — 147,373 +26,481 +21.9% 0.68% $17.2M 2026-01-14 $111.30
2025 Q3 REDUCED — — — 120,892 -5,718 -4.5% 0.52% $12.3M 2025-10-08 $95.18
2025 Q2 ADDED — — — 126,610 +11,829 +10.3% 0.48% $10.8M 2025-07-09 $83.89
2025 Q1 ADDED — — — 114,781 +44,842 +64.1% 0.39% $8.1M 2025-04-10 $59.75
2024 Q4 ADDED — — — 69,939 +20,158 +40.5% 0.23% $4.9M 2025-01-17 $77.06
2024 Q3 ADDED — — — 49,781 +38,202 +329.9% 0.15% $3.1M 2024-10-07 $59.78
2024 Q2 REDUCED 92.7% -0.4% ✅ 11,579 -147,466 -92.7% 0.04% $735K 2024-07-19 $61.61
49 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding C

As of 2026 Q1 — sorted by position size

Kazazian Asset Management, LLC 3Y 7Y 17.68% KAHN BROTHERS GROUP INC 3Y 7Y 16.91% Spectrum Financial Alliance Ltd LLC 3Y 7Y 14.35% SALZHAUER MICHAEL 3Y 7Y 13.85% AMERICAN FINANCIAL GROUP INC 3Y 7Y 13.25% TERRIL BROTHERS, INC. 3Y 7Y 12.57% Alden Global Capital LLC 3Y 7Y 10.93% THORNBURG INVESTMENT MANAGEMENT INC 3Y 7Y 9.4% MASTERS CAPITAL MANAGEMENT LLC 3Y 7Y 7.49% Provident Living Financial Services, Inc. 7.0%

FAQ About Chesley Taft & Associates LLC and C

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

How long has Chesley Taft & Associates LLC reported owning C?

Chesley Taft & Associates LLC reported C across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported C position in Chesley Taft & Associates LLC's portfolio?

The largest reported portfolio weight for C was 0.71% in 2026 Q1.

What is the latest reported C position on this page?

The most recent filing on this page is 2026 Q1, when Chesley Taft & Associates LLC reported 148,935 shares, equal to 0.71% of portfolio, with an estimated market value of $16.9M.

What does the chart on this C ownership page compare?

The chart compares Chesley Taft & Associates LLC'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 Chesley Taft & Associates LLC time their C position?

Based on 13F filing dates vs. subsequent C price moves, Chesley Taft & Associates LLC correctly timed 25 out of 53 reported position changes (47%). The annualised alpha on C relative to SPY over the holding period was -16.1%.

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