AIM
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Advyzon Investment Management’s Citigroup C Stock Holding History

Advyzon Investment Management’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 		$1.48M Buy
10,589
+1,343
+15% +$175K 0.11% 183
2026
Q1 		$1.05M Buy
9,246
+1,545
+20% +$176K 0.09% 219
2025
Q4 		$899K Buy
7,701
+3,302
+75% +$343K 0.1% 197
2025
Q3 		$446K Buy
4,399
+1,067
+32% +$101K 0.08% 240
2025
Q2 		$284K Buy
3,332
+346
+12% +$25K 0.06% 288
2025
Q1 		$212K Sell
2,986
-717
-19% -$54.7K 0.07% 244
2024
Q4 		$261K Buy
+3,703
New +$250K 0.1% 186

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

Advyzon Investment Management's C Position: Q2 2026 in Review

Advyzon Investment Management increased its Citigroup (C) stake by 15% in Q2 2026, buying an estimated $175K and bringing the position to 10,589 shares worth $1.48M. The position accounts for 0.11% of the portfolio, ranked #183.

Advyzon Investment Management first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,630 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Advyzon Investment Management held 10,589 shares of Citigroup worth $1.48M as of Q2 2026.
  • Advyzon Investment Management bought 1,343 Citigroup shares in Q2 2026, an estimated $175K.
  • Citigroup made up 0.11% of Advyzon Investment Management's portfolio in Q2 2026, its #183 holding.
  • Advyzon Investment Management first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.