CULBERTSON A N & CO INC C — Citigroup COM

Ownership history in CULBERTSON A N & CO INC  ·  72 quarters on record

AI Ownership Summary

CULBERTSON A N & CO INC reported Citigroup COM (C) in 72 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.64% in 2025 Q4. The latest visible filing shows C at 0.57% 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 CULBERTSON A N & CO INC's position in Citigroup 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 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 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 CULBERTSON A N & CO INC fund profile CULBERTSON A N & CO INC full holdings
How CULBERTSON A N & CO INC 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 Q1 REDUCED — — — 38,723 -1,281 -3.2% 0.57% $4.4M 2026-05-12 $126.44
2025 Q4 REDUCED — — — 40,004 -175 -0.4% 0.64% $4.7M 2026-01-21 $112.74
2025 Q3 REDUCED — — — 40,179 -90 -0.2% 0.58% $4.1M 2025-10-24 $97.23
2025 Q2 ADDED — — — 40,269 +790 +2.0% 0.53% $3.4M 2025-08-11 $90.86
2025 Q1 ADDED — — — 39,479 +465 +1.2% 0.45% $2.8M 2025-05-15 $74.28
2024 Q4 ADDED — — — 39,014 +5,065 +14.9% 0.44% $2.7M 2025-01-16 $75.64
2024 Q3 ADDED — — — 33,949 +4,410 +14.9% 0.34% $2.1M 2024-10-16 $61.35
2024 Q2 REDUCED 12.3% -0.4% ✅ 29,539 -4,150 -12.3% 0.33% $1.9M 2024-07-30 $62.30
2024 Q1 ADDED — — — 33,689 +2,020 +6.4% 0.37% $2.1M 2024-04-30 $57.51
2023 Q4 ADDED — — — 31,669 +870 +2.8% 0.30% $1.6M 2024-01-19 $47.85
62 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 CULBERTSON A N & CO INC and C

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

How long has CULBERTSON A N & CO INC reported owning C?

CULBERTSON A N & CO INC reported C across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported C position in CULBERTSON A N & CO INC's portfolio?

The largest reported portfolio weight for C was 0.64% in 2025 Q4.

What is the latest reported C position on this page?

The most recent filing on this page is 2026 Q1, when CULBERTSON A N & CO INC reported 38,723 shares, equal to 0.57% of portfolio, with an estimated market value of $4.4M.

What does the chart on this C ownership page compare?

The chart compares CULBERTSON A N & CO INC'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 CULBERTSON A N & CO INC time their C position?

Based on 13F filing dates vs. subsequent C price moves, CULBERTSON A N & CO INC correctly timed 37 out of 68 reported position changes (54%). The annualised alpha on C relative to SPY over the holding period was -14.1%.

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