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Rose Capital Advisors LLC’s Citigroup C Stock Holding History

Rose Capital Advisors LLC’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 		$223K Buy
+1,596
New +$208K 0.11% 99

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Rose Capital Advisors LLC's C Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in Citigroup (C) in Q2 2026: 1,596 shares worth $223K. The stake represents 0.11% of the portfolio and ranks #99 among its holdings.

1,647 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Rose Capital Advisors LLC held 1,596 shares of Citigroup worth $223K as of Q2 2026.
  • Citigroup was a new Rose Capital Advisors LLC position in Q2 2026.
  • Citigroup made up 0.11% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #99 holding.
  • 1,647 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.