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Aspiriant LLC’s Citigroup C Stock Holding History

Aspiriant 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 		$388K Buy
+2,770
New +$361K 0.01% 285
2024
Q2 		– Sell
-3,466
Closed -$219K – 290
2024
Q1 		$219K Buy
+3,466
New +$193K 0.01% 299
2019
Q3 		– Sell
-3,059
Closed -$214K – 213
2019
Q2 		$214K Buy
+3,059
New +$205K 0.02% 212

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Aspiriant LLC's C Position: Q2 2026 in Review

Aspiriant LLC opened a new position in Citigroup (C) in Q2 2026: 2,770 shares worth $388K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: Aspiriant LLC previously reported a position in C as recently as Q1 2024.

Aspiriant LLC first reported a position in C in Q2 2019 and has held it in 3 quarters since. 521 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Aspiriant LLC held 2,770 shares of Citigroup worth $388K as of Q2 2026.
  • Citigroup was a new Aspiriant LLC position in Q2 2026.
  • Citigroup made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #285 holding.
  • Aspiriant LLC first reported a position in Citigroup in Q2 2019 and has held it in 3 quarters since.
  • 521 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.