Ackerman Capital Advisors’s Citigroup C Stock Holding History

Ackerman Capital 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	$205K	Buy	+1,464	New	+$191K	0.04%	117
2020 Q3	–	Sell	-4,000	Closed	-$204K	–	125
2020 Q2	$204K	Buy	+4,000	New	+$190K	0.06%	114
2020 Q1	–	Sell	-7,000	Closed	-$559K	–	102
2019 Q4	$559K	Hold	7,000	–	–	0.17%	72
2019 Q3	$484K	Buy	+7,000	New	+$476K	0.17%	72
2018 Q4	$10M	Buy	520,600 +510,600	+5,106%	+$32.3M	0.78%	15
2018 Q3	$717K	Buy	+10,000	New	+$707K	2.48%	6

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ackerman Capital Advisors's C Position: Q2 2026 in Review

Ackerman Capital Advisors opened a new position in Citigroup (C) in Q2 2026: 1,464 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #117 among its holdings. This is a return to the name: Ackerman Capital Advisors previously reported a position in C as recently as Q2 2020.

Ackerman Capital Advisors first reported a position in C in Q3 2018 and has held it in 6 quarters since. The position peaked at $10M in Q4 2018. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

Ackerman Capital Advisors held 1,464 shares of Citigroup worth $205K as of Q2 2026.
Citigroup was a new Ackerman Capital Advisors position in Q2 2026.
Citigroup made up 0.04% of Ackerman Capital Advisors's portfolio in Q2 2026, its #117 holding.
Ackerman Capital Advisors first reported a position in Citigroup in Q3 2018 and has held it in 6 quarters since.
Ackerman Capital Advisors's Citigroup position peaked at $10M in Q4 2018.
2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.