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Acorn Financial Advisory Services’s Citigroup C Stock Holding History

Acorn Financial Advisory Services’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 		$982K Sell
7,019
-133
-2% -$17.3K 0.13% 86
2026
Q1 		$811K Sell
7,152
-183
-2% -$20.8K 0.11% 88
2025
Q4 		$856K Buy
7,335
+513
+8% +$53.3K 0.13% 83
2025
Q3 		$692K Sell
6,822
-625
-8% -$59.3K 0.11% 96
2025
Q2 		$634K Sell
7,447
-358
-5% -$25.9K 0.1% 99
2025
Q1 		$554K Sell
7,805
-496
-6% -$37.8K 0.1% 100
2024
Q4 		$584K Sell
8,301
-110
-1% -$7.41K 0.1% 101
2024
Q3 		$527K Buy
8,411
+42
+0.5% +$2.6K 0.09% 105
2024
Q2 		$531K Buy
8,369
+43
+0.5% +$2.65K 0.1% 102
2024
Q1 		$527K Sell
8,326
-691
-8% -$38.5K 0.1% 103
2023
Q4 		$464K Buy
9,017
+98
+1% +$4.34K 0.08% 148
2023
Q3 		$367K Sell
8,919
-527
-6% -$23.1K 0.07% 170
2023
Q2 		$435K Buy
9,446
+134
+1% +$6.28K 0.08% 153
2023
Q1 		$437K Buy
9,312
+9
+0.1% +$442 0.09% 136
2022
Q4 		$421K Sell
9,303
-440
-5% -$20K 0.09% 129
2022
Q3 		$406K Sell
9,743
-444
-4% -$21.9K 0.1% 139
2022
Q2 		$468K Sell
10,187
-387
-4% -$19.4K 0.11% 123
2022
Q1 		$564K Sell
10,574
-131
-1% -$8.09K 0.11% 122
2021
Q4 		$647K Sell
10,705
-275
-3% -$18.3K 0.13% 110
2021
Q3 		$770K Buy
10,980
+498
+5% +$34.8K 0.24% 94
2021
Q2 		$741K Buy
10,482
+78
+0.7% +$5.77K 0.22% 108
2021
Q1 		$757K Buy
10,404
+214
+2% +$14.3K 0.28% 91
2020
Q4 		$628K Buy
10,190
+424
+4% +$21.6K 0.25% 105
2020
Q3 		$421K Buy
9,766
+4,840
+98% +$241K 0.22% 117
2020
Q2 		$251K Buy
4,926
+118
+2% +$5.6K 0.17% 164
2020
Q1 		$202K Sell
4,808
-80
-2% -$5.37K 0.2% 153
2019
Q4 		$390K Buy
+4,888
New +$361K 0.33% 104

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Acorn Financial Advisory Services's C Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Citigroup (C) stake by 1.9% in Q2 2026, selling an estimated $17.3K and leaving 7,019 shares worth $982K. The position accounts for 0.13% of the portfolio, ranked #86.

Acorn Financial Advisory Services first reported a position in C in Q4 2019 and has held it in 27 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Acorn Financial Advisory Services held 7,019 shares of Citigroup worth $982K as of Q2 2026.
  • Acorn Financial Advisory Services sold 133 Citigroup shares in Q2 2026, an estimated $17.3K.
  • Citigroup made up 0.13% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #86 holding.
  • Acorn Financial Advisory Services first reported a position in Citigroup in Q4 2019 and has held it in 27 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.