Advisor Resource Council’s Citigroup C Stock Holding History

Advisor Resource Council’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	$1.17M	Buy	8,102 +283	+4%	+$36.8K	0.33%	53
2026 Q1	$887K	Buy	7,819 +880	+13%	+$100K	0.29%	65
2025 Q4	$807K	Buy	+6,939	New	+$721K	0.29%	80
2025 Q3	–	Sell	-2,627	Closed	-$224K	–	63
2025 Q2	$224K	Sell	2,627 -33,765	-93%	-$2.44M	0.09%	162
2025 Q1	$2.4M	Buy	+36,392	New	+$2.77M	0.19%	131
2021 Q3	–	Sell	-3,464	Closed	-$245K	–	256
2021 Q2	$245K	Buy	+3,464	New	+$256K	0.03%	433

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

Advisor Resource Council's C Position: Q2 2026 in Review

Advisor Resource Council increased its Citigroup (C) stake by 3.6% in Q2 2026, buying an estimated $36.8K and bringing the position to 8,102 shares worth $1.17M. The position accounts for 0.33% of the portfolio, ranked #53.

Advisor Resource Council first reported a position in C in Q2 2021 and has held it in 6 quarters since. The position peaked at $2.4M in Q1 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Advisor Resource Council held 8,102 shares of Citigroup worth $1.17M as of Q2 2026.
Advisor Resource Council bought 283 Citigroup shares in Q2 2026, an estimated $36.8K.
Citigroup made up 0.33% of Advisor Resource Council's portfolio in Q2 2026, its #53 holding.
Advisor Resource Council first reported a position in Citigroup in Q2 2021 and has held it in 6 quarters since.
Advisor Resource Council's Citigroup position peaked at $2.4M in Q1 2025.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.