AO
C icon

Advisor OS’s Citigroup C Stock Holding History

Advisor OS’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 		$875K Buy
6,255
+180
+3% +$23.4K 0.06% 221
2026
Q1 		$689K Buy
6,075
+1,216
+25% +$138K 0.05% 239
2025
Q4 		$567K Buy
4,859
+27
+0.6% +$2.8K 0.05% 266
2025
Q3 		$490K Buy
4,832
+560
+13% +$53.1K 0.04% 271
2025
Q2 		$364K Buy
4,272
+522
+14% +$37.7K 0.04% 310
2025
Q1 		$266K Buy
+3,750
New +$286K 0.03% 350

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor OS's C Position: Q2 2026 in Review

Advisor OS increased its Citigroup (C) stake by 3% in Q2 2026, buying an estimated $23.4K and bringing the position to 6,255 shares worth $875K. The position accounts for 0.06% of the portfolio, ranked #221.

Advisor OS first reported a position in C in Q1 2025 and has held it in 6 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Advisor OS held 6,255 shares of Citigroup worth $875K as of Q2 2026.
  • Advisor OS bought 180 Citigroup shares in Q2 2026, an estimated $23.4K.
  • Citigroup made up 0.06% of Advisor OS's portfolio in Q2 2026, its #221 holding.
  • Advisor OS first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.