Douglas Lane & Associates, LLC C — CITIGROUP INC NEW

Ownership history in Douglas Lane & Associates, LLC  ·  42 quarters on record

AI Ownership Summary

Douglas Lane & Associates, LLC reported CITIGROUP INC NEW (C) in 42 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.79% in 2026 Q2. The latest visible filing shows C at 0.79% 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 Douglas Lane & Associates, LLC's position in CITIGROUP INC NEW, 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 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% 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 Douglas Lane & Associates, LLC fund profile Douglas Lane & Associates, LLC full holdings
How Douglas Lane & 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 415,680 -35,648 -7.9% 0.79% $58.2M 2026-07-14 $133.27
2026 Q1 REDUCED — — — 451,328 -11,428 -2.5% 0.74% $51.2M 2026-04-15 $131.07
2025 Q4 REDUCED 11.0% -2.3% ✅ 462,756 -57,074 -11.0% 0.74% $54.0M 2026-01-22 $114.52
2025 Q3 REDUCED 8.0% +17.1% ❌ 519,830 -44,940 -8.0% 0.74% $52.8M 2025-10-10 $92.45
2025 Q2 REDUCED — — — 564,770 -21,925 -3.7% 0.70% $48.1M 2025-07-07 $85.66
2025 Q1 REDUCED — — — 586,695 -13,059 -2.2% 0.61% $41.6M 2025-04-09 $62.23
2024 Q4 REDUCED — — — 599,754 -23,505 -3.8% 0.60% $42.2M 2025-01-08 $70.58
2024 Q3 REDUCED — — — 623,259 -24,738 -3.8% 0.54% $39.0M 2024-10-10 $60.62
2024 Q2 REDUCED — — — 647,997 -19,830 -3.0% 0.58% $41.1M 2024-07-08 $61.23
2024 Q1 REDUCED — — — 667,827 -7,165 -1.1% 0.60% $42.2M 2024-04-11 $56.93
32 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

SALZHAUER MICHAEL 3Y 7Y 7.58% Nexus Investment Management ULC 3Y 7Y 6.76% Connective Portfolio Management, LLC 3Y 6.06% SALZHAUER MICHAEL 3Y 7Y 4.46% Eastover Investment Advisors LLC 3Y 7Y 4.19% WealthBridge Investment Counsel Inc. 3Y 4.06% Boothe Investment Group, Inc. 3Y 7Y 3.45% Sarasin & Partners LLP 3Y 7Y 3.04% Processus Wealth & Capital Management, LLC 2.86% Bank & Trust Co 2.85%

FAQ About Douglas Lane & 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 Douglas Lane & Associates, LLC reported owning C?

Douglas Lane & Associates, LLC reported C across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported C position in Douglas Lane & Associates, LLC's portfolio?

The largest reported portfolio weight for C was 0.79% in 2026 Q2.

What is the latest reported C position on this page?

The most recent filing on this page is 2026 Q2, when Douglas Lane & Associates, LLC reported 415,680 shares, equal to 0.79% of portfolio, with an estimated market value of $58.2M.

What does the chart on this C ownership page compare?

The chart compares Douglas Lane & 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 Douglas Lane & Associates, LLC time their C position?

Based on 13F filing dates vs. subsequent C price moves, Douglas Lane & Associates, LLC correctly timed 23 out of 41 reported position changes (56%). The annualised alpha on C relative to SPY over the holding period was -1.0%.

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