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AssuredPartners Investment Advisors’s Citigroup C Stock Holding History

AssuredPartners Investment Advisors’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 		$284K Sell
2,028
-177
-8% -$23K 0.03% 348
2026
Q1 		$259K Buy
2,205
+250
+13% +$28.5K 0.03% 344
2025
Q4 		$228K Buy
+1,955
New +$203K 0.03% 315
2025
Q1 		– Sell
-7,499
Closed -$528K – 328
2024
Q4 		$528K Buy
+7,499
New +$505K 0.1% 193

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's C Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Citigroup (C) stake by 8% in Q2 2026, selling an estimated $23K and leaving 2,028 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #348.

AssuredPartners Investment Advisors first reported a position in C in Q4 2024 and has held it in 4 quarters since. The position peaked at $528K in Q4 2024. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • AssuredPartners Investment Advisors held 2,028 shares of Citigroup worth $284K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 177 Citigroup shares in Q2 2026, an estimated $23K.
  • Citigroup made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #348 holding.
  • AssuredPartners Investment Advisors first reported a position in Citigroup in Q4 2024 and has held it in 4 quarters since.
  • AssuredPartners Investment Advisors's Citigroup position peaked at $528K in Q4 2024.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.