AP
C icon

Aspect Partners’s Citigroup C Stock Holding History

Aspect Partners’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 		$19.3K Sell
138
-1
-0.7% -$130 0.01% 211
2026
Q1 		$15.8K Sell
139
-8
-5% -$911 0.01% 210
2025
Q4 		$17.2K Buy
147
+28
+24% +$2.91K 0.01% 207
2025
Q3 		$12.1K Buy
119
+111
+1,388% +$10.5K 0.01% 271
2025
Q2 		$681 Buy
+8
New +$578 ﹤0.01% 546
2025
Q1 		– Sell
-12
Closed -$845 – 619
2024
Q4 		$845 Hold
12
– – ﹤0.01% 534
2024
Q3 		$751 Hold
12
– – ﹤0.01% 497
2024
Q2 		$762 Hold
12
– – ﹤0.01% 515
2024
Q1 		$759 Buy
12
+8
+200% +$445 ﹤0.01% 503
2023
Q4 		$206 Buy
+4
New +$177 ﹤0.01% 529

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

Aspect Partners's C Position: Q2 2026 in Review

Aspect Partners reduced its Citigroup (C) stake by 0.72% in Q2 2026, selling an estimated $130 and leaving 138 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #211.

Aspect Partners first reported a position in C in Q4 2023 and has held it in 10 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Aspect Partners held 138 shares of Citigroup worth $19.3K as of Q2 2026.
  • Aspect Partners sold 1 Citigroup share in Q2 2026, an estimated $130.
  • Citigroup made up 0.01% of Aspect Partners's portfolio in Q2 2026, its #211 holding.
  • Aspect Partners first reported a position in Citigroup in Q4 2023 and has held it in 10 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.