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1620 Investment Advisors’s Citigroup C Stock Holding History

1620 Investment Advisors’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.7K Buy
255
+1
+0.4% +$130 0.02% 356
2026
Q1 		$28.8K Buy
254
+1
+0.4% +$114 0.02% 360
2025
Q4 		$29.6K Hold
253
– – 0.02% 353
2025
Q3 		$25.6K Buy
253
+2
+0.8% +$190 0.02% 360
2025
Q2 		$21.4K Hold
251
– – 0.02% 389
2025
Q1 		$17.8K Buy
251
+1
+0.4% +$76 0.01% 394
2024
Q4 		$17.6K Buy
250
+77
+45% +$5.19K 0.01% 402
2024
Q3 		$10.9K Buy
173
+32
+23% +$1.98K 0.01% 460
2024
Q2 		$8.96K Buy
+141
New +$8.69K 0.01% 462

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

1620 Investment Advisors's C Position: Q2 2026 in Review

1620 Investment Advisors increased its Citigroup (C) stake by 0.39% in Q2 2026, buying an estimated $130 and bringing the position to 255 shares worth $35.7K. The position accounts for 0.02% of the portfolio, ranked #356.

1620 Investment Advisors first reported a position in C in Q2 2024 and has held it in 9 quarters since. 805 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • 1620 Investment Advisors held 255 shares of Citigroup worth $35.7K as of Q2 2026.
  • 1620 Investment Advisors bought 1 Citigroup share in Q2 2026, an estimated $130.
  • Citigroup made up 0.02% of 1620 Investment Advisors's portfolio in Q2 2026, its #356 holding.
  • 1620 Investment Advisors first reported a position in Citigroup in Q2 2024 and has held it in 9 quarters since.
  • 805 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.