Griffith & Werner, Inc. C — CITIGROUP INC

Ownership history in Griffith & Werner, Inc.  ·  5 quarters on record

AI Ownership Summary

Griffith & Werner, Inc. reported CITIGROUP INC (C) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 3.96% in 2026 Q1. The latest visible filing shows C at 3.96% 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.

What this C ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Griffith & Werner, Inc.'s position in CITIGROUP INC, 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 3.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.96% 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 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 Griffith & Werner, Inc. fund profile Griffith & Werner, Inc. full holdings
How Griffith & Werner, 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 70,499 +4,179 +6.3% 3.96% $8.0M 2026-04-30 $127.38
2025 Q4 REDUCED — — — 66,320 -40 -0.1% 3.94% $7.7M 2026-02-13 $110.34
2025 Q3 REDUCED 13.6% +17.1% ❌ 66,360 -10,425 -13.6% 3.49% $6.7M 2025-11-12 $101.85
2025 Q1 ADDED — — — 76,785 +4,131 +5.7% 3.39% $5.5M 2025-04-14 $61.33
2024 Q4 INITIATED — — — 72,654 — — 3.38% $5.1M 2025-02-20 $78.91

🏢 Other funds also holding C

As of 2026 Q1 — sorted by position size

Spectrum Financial Alliance Ltd LLC 3Y 7Y 14.35% SALZHAUER MICHAEL 3Y 7Y 13.85% Nexus Investment Management ULC 3Y 7Y 6.08% ACR Alpine Capital Research, LLC 3Y 7Y 6.0% Carmel Capital Management L.L.C. 3Y 5.75% Hosking Partners LLP 3Y 7Y 4.58% Eastover Investment Advisors LLC 3Y 7Y 4.04% WealthBridge Investment Counsel Inc. 3Y 3.81% BIRINYI ASSOCIATES INC 3Y 7Y 3.21% Viewpoint Capital Management LLC 3Y 3.11%

FAQ About Griffith & Werner, 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 Griffith & Werner, Inc. reported owning C?

Griffith & Werner, Inc. reported C across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported C position in Griffith & Werner, Inc.'s portfolio?

The largest reported portfolio weight for C was 3.96% in 2026 Q1.

What is the latest reported C position on this page?

The most recent filing on this page is 2026 Q1, when Griffith & Werner, Inc. reported 70,499 shares, equal to 3.96% of portfolio, with an estimated market value of $8.0M.

What does the chart on this C ownership page compare?

The chart compares Griffith & Werner, 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 Griffith & Werner, Inc. time their C position?

Based on 13F filing dates vs. subsequent C price moves, Griffith & Werner, Inc. correctly timed 1 out of 4 reported position changes (25%).

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