Citigroup Capital Xiii (c V0 10/30/40)Preferred / convertible

13F holders, Q3 2024 (September 30)
6holders
1new positions
1sold out
$29.87avg. 13F price*

At the end of Q3 2024, 6 institutions reported holding Citigroup Capital Xiii (c V0 10/30/40) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Beddow Capital Management Inc. ($8.6M), Whalerock Point Partners, LLC ($717K) and Wesbanco Bank Inc. ($287K).

Company
Citigroup Capital Xiii (c V0 10/30/40)
CUSIP
173080201
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 4Q1 2024Q2 2024: 6Q2 2024Q3 2024: 6Q3 2024Q4 2024: 6Q4 2024Q1 2025: 5Q1 2025Q2 2025: 4Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 3Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$717K
Exits1$44K

All 13F filers, Q2 2024 → Q3 2024: 36,475 shares bought and 1,500 shares sold, net +34,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Beddow Capital Management Inc. — Add +4.5% 286,535 $8.6M
Whalerock Point Partners, LLC — New 24,000 $717K
Wesbanco Bank Inc. — No change 9,600 $287K
Estabrook Capital Management — No change 1,450 $43K
Fairfield Financial Advisors, LTD — No change 450 $13K
Studio Investment Management LLC — No change 65 $2K

"% of holder's portfolio" is CITIGROUP CAPITAL XIII (C V0 10/30/40)'s weight in each manager's 13F, not the share of Citigroup Capital Xiii (c V0 10/30/40) the manager owns.