Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  Citigroup Inc. (C)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 8,175,364 3.01 Reduce 22.98% 0.85 $113.41 $927,168,031 SEC
2025   Q4 10,615,134 3.71 Reduce 15.30% 0.63 $116.69 $1,238,679,987 SEC
2025   Q3 12,532,003 4.11 Reduce 7.68% 0.29 $101.50 $1,271,998,305 SEC
2025   Q2 13,574,700 3.76 Add 1.82% 0.07 $85.12 $1,155,478,464 SEC
2025   Q1 13,332,140 3.30 Reduce 2.93% 0.10 $70.99 $946,448,618 SEC
2024   Q4 13,734,181 3.29 Reduce 9.20% 0.28 $70.39 $966,749,001 SEC
2024   Q3 15,126,565 3.05 Reduce 1.25% 0.04 $62.60 $946,922,969 SEC
2024   Q2 15,317,724 3.42 Reduce 6.16% 0.22 $63.46 $972,062,765 SEC
2024   Q1 16,322,516 3.54 Reduce 3.13% 0.10 $63.24 $1,032,235,913 SEC
2023   Q4 16,850,636 3.26 Add 1.34% 0.04 $51.44 $866,796,715 SEC
2023   Q3 16,627,430 2.94 Add 3.02% 0.09 $41.13 $683,886,196 SEC
2023   Q2 16,140,478 3.17 Reduce 1.71% 0.06 $46.04 $743,107,607 SEC
2023   Q1 16,420,961 3.32 Add 1.66% 0.05 $46.89 $769,978,861 SEC
2022   Q4 16,153,249 3.23 Add 5.69% 0.17 $45.23 $730,611,452 SEC
2022   Q3 15,283,512 3.16 Reduce 0.33% 0.01 $41.67 $636,864,000 SEC
2022   Q2 15,334,377 3.16 Add 27.99% 0.69 $45.99 $705,228,000 SEC
2022   Q1 11,981,006 2.42 Add 6.24% 0.14 $53.40 $639,786,000 SEC
2021   Q4 11,276,902 2.57 Add 7.84% 0.19 $60.39 $681,012,000 SEC
2021   Q3 10,456,683 2.90 Add 2.38% 0.07 $70.18 $733,850,000 SEC
2021   Q2 10,213,978 2.81 Add 5.74% 0.15 $70.75 $722,639,000 SEC
2021   Q1 9,659,688 2.86 Reduce 0.38% 0.01 $72.75 $702,742,000 SEC
2020   Q4 9,696,127 2.82 Add 13.57% 0.34 $61.66 $597,863,000 SEC
2020   Q3 8,537,381 2.30 Add 12.79% 0.26 $43.11 $368,046,000 SEC
2020   Q2 7,569,370 2.52 Reduce 4.44% 0.11 $51.10 $386,795,000 SEC
2020   Q1 7,921,337 2.52 Add 4.50% 0.11 $42.12 $333,647,000 SEC
2019   Q4 7,580,561 2.83 Reduce 0.56% 0.02 $79.89 $605,611,000 SEC
2019   Q3 7,623,324 2.87 Reduce 2.23% 0.06 $69.08 $526,619,000 SEC
2019   Q2 7,797,470 2.88 Reduce 0.67% 0.02 $70.03 $546,057,000 SEC
2019   Q1 7,849,790 2.66 Reduce 4.09% 0.10 $62.22 $488,414,000 SEC
2018   Q4 8,184,838 2.49 Add 6.70% 0.16 $52.06 $426,103,000 SEC
2018   Q3 7,670,706 2.68 Reduce 3.16% 0.08 $71.74 $550,296,000 SEC
2018   Q2 7,920,962 2.67 Reduce 3.50% 0.10 $66.92 $530,071,000 SEC
2018   Q1 8,208,270 2.82 Reduce 1.86% 0.06 $67.50 $554,058,000 SEC
2017   Q4 8,363,979 3.05 Add 0.51% 0.02 $74.41 $622,364,000 SEC
2017   Q3 8,321,384 3.20 Reduce 0.54% 0.02 $72.74 $605,297,000 SEC
2017   Q2 8,366,402 3.07 Reduce 0.30% <0.01 $66.88 $559,545,000 SEC
2017   Q1 8,391,768 2.83 Reduce 1.38% 0.04 $59.82 $501,996,000 SEC
2016   Q4 8,509,400 2.94 Reduce 6.23% 0.17 $59.43 $505,714,000 SEC
2016   Q3 9,074,918 2.66 Reduce 5.93% 0.15 $47.23 $428,608,000 SEC
2016   Q2 9,647,065 2.57 Reduce 2.19% 0.06 $42.39 $408,939,000 SEC
2016   Q1 9,863,370 2.53 Add 8.67% 0.20 $41.75 $411,796,000 SEC
2015   Q4 9,076,626 2.96 Reduce 2.52% 0.08 $51.75 $469,715,000 SEC
2015   Q3 9,310,992 2.99 Reduce 2.63% 0.08 $49.61 $461,918,000 SEC
2015   Q2 9,562,226 3.02 Reduce 2.05% 0.06 $55.24 $528,217,000 SEC
2015   Q1 9,762,477 2.84 Reduce 1.45% 0.04 $51.52 $502,963,000 SEC
2014   Q4 9,906,230 2.91 Reduce 2.43% 0.07 $54.11 $536,026,000 SEC
2014   Q3 10,152,529 2.92 Add 0.84% 0.02 $51.82 $526,104,000 SEC
2014   Q2 10,068,251 2.68 Add 0.94% 0.03 $47.10 $474,215,000 SEC
2014   Q1 9,974,473 2.82 Add 24.22% 0.55 $47.60 $474,785,000 SEC
2013   Q4 8,029,964 2.53 Reduce 0.54% 0.01 $52.11 $418,441,000 SEC
2013   Q3 8,073,711 2.62 Reduce 4.15% 0.12 $48.51 $391,656,000 SEC
2013   Q2 8,422,933 2.79 Reduce 6.28% 0.18 $47.97 $404,048,000 SEC
2013   Q1 8,987,494 2.85 Reduce 0.71% 0.02 $44.24 $397,607,000 SEC
2012   Q4 9,051,334 3.00 Reduce 2.27% 0.06 $39.56 $358,071,000 SEC
2012   Q3 9,261,623 2.57 Add 24.22% 0.50 $32.72 $303,040,000 SEC
2012   Q2 7,455,631 2.43 Add 4.89% 0.11 $27.41 $204,359,000 SEC
2012   Q1 7,107,919 2.71 Reduce 6.46% 0.14 $36.55 $259,794,000 SEC
2011   Q4 7,598,964 2.21 Reduce 0.71% 0.02 $26.31 $199,929,000 SEC
2011   Q3 7,652,951 2.38 Add 13.47% 0.28 $25.61 $196,030,000 SEC
2011   Q2 6,744,724 2.62 Reduce 89.47% 2.25 $41.64 $280,850,000 SEC
2011   Q1 64,022,501 2.52 Add 7.70% 0.18 $4.42 $282,979,000 SEC
2010   Q4 59,445,614 2.77 Reduce 4.23% 0.11 $4.73 $281,178,000 SEC
2010   Q3 62,072,536 2.60 Reduce 2.65% 0.07 $3.90 $242,083,000 SEC
2010   Q2 63,761,360 2.66 Reduce 2.79% 0.07 $3.76 $239,742,000 SEC
2010   Q1 65,588,089 2.49 Add 0.36% <0.01 $4.05 $265,632,000 SEC
2009   Q4 65,356,009 2.68 Add 13.80% 0.32 $3.31 $216,328,000 SEC
2009   Q3 57,432,296 2.80 Add 535.52% 2.36 $4.84 $277,972,000 SEC
2009   Q2 9,037,096 0.34 Reduce 74.52% 1.02 $2.97 $26,840,000 SEC
2009   Q1 35,473,172 1.37 Reduce 4.14% 0.13 $2.53 $89,747,000 SEC
2008   Q4 37,006,118 3.05 Reduce 5.44% 0.35 $6.71 $248,311,000 SEC
2008   Q3 39,134,099 6.37 Reduce 6.50% 0.30 $20.51 $802,640,000 SEC
2008   Q2 41,856,724 4.67 Add 33.59% 1.17 $16.76 $701,519,000 SEC
2007   Q4 31,331,828 4.68 Add 31.52% 1.12 $29.44 $922,409,000 SEC
2007   Q3 23,822,394 4.56 Add 7.12% 0.30 $46.67 $1,111,791,000 SEC
2007   Q2 22,239,909 4.34 Reduce 39.01% 1.80 $51.29 $1,140,685,000 SEC
2007   Q1 36,466,603 4.62 Add 82.09% 2.08 $21.42 $781,115,000 SEC
2006   Q4 20,026,204 4.76 Add 5.46% 0.25 $55.70 $1,115,460,000 SEC
2006   Q3 18,990,179 4.58 Add 25.40% 0.93 $49.67 $943,242,000 SEC
2006   Q2 15,143,555 4.13 Add 2.79% 0.11 $48.24 $730,525,000 SEC
2006   Q1 14,732,853 4.15 Add 28.80% 0.93 $47.23 $695,833,000 SEC
2005   Q4 11,438,637 4.25 Add 4.06% 0.17 $48.53 $555,117,000 SEC
2005   Q3 10,992,335 4.13 Add 49.71% 1.37 $45.52 $500,371,000 SEC
2005   Q2 7,342,180 3.24 Add 6.79% 0.21 $46.23 $339,429,000 SEC
2005   Q1 6,875,455 3.18 Add 13.49% 0.38 $44.94 $308,983,000 SEC
2004   Q4 6,058,141 3.35 Add 45.33% 1.05 $48.18 $291,881,000 SEC
2004   Q3 4,168,441 2.68 Add 21.36% 0.47 $44.12 $183,912,000 SEC
2004   Q2 3,434,638 2.69 Add 21.57% 0.48 $46.50 $159,711,000 SEC
2004   Q1 2,825,192 2.87 Add 1,085.19% 2.63 $51.70 $146,062,000 SEC
2003   Q4 238,374 0.24 Add 176.22% 0.15 $48.54 $11,571,000 SEC
2003   Q3 86,300 0.11 Add 38.49% 0.03 $45.52 $3,928,000 SEC
2003   Q2 62,315 0.09 Add 63.38% 0.03 $42.80 $2,667,000 SEC
2003   Q1 38,140 0.06 Add 15.17% <0.01 $34.45 $1,314,000 SEC
2002   Q4 33,115 0.05 Buy 0.05 $35.18 $1,165,000 SEC