AIS
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Advocate Investing Services’s Citigroup C Stock Holding History

Advocate Investing 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 		$3.5K Hold
25
– – ﹤0.01% 356
2026
Q1 		$2.83K Sell
25
-2
-7% -$228 ﹤0.01% 344
2025
Q4 		$3.15K Buy
+27
New +$2.8K ﹤0.01% 312

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

Advocate Investing Services's C Position: Q2 2026 in Review

Advocate Investing Services held its Citigroup (C) position steady in Q2 2026 at 25 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Advocate Investing Services first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Advocate Investing Services held 25 shares of Citigroup worth $3.5K as of Q2 2026.
  • Advocate Investing Services left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #356 holding.
  • Advocate Investing Services first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.