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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssuredPartners Investment Advisors's C Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Citigroup (C) stake by 13% in Q1 2026, buying an estimated $28.5K and bringing the position to 2,205 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #344.

AssuredPartners Investment Advisors first reported a position in C in Q4 2024 and has held it in 3 quarters since. The position peaked at $528K in Q4 2024. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • AssuredPartners Investment Advisors held 2,205 shares of Citigroup worth $259K as of Q1 2026.
  • AssuredPartners Investment Advisors bought 250 Citigroup shares in Q1 2026, an estimated $28.5K.
  • Citigroup made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #344 holding.
  • AssuredPartners Investment Advisors first reported a position in Citigroup in Q4 2024 and has held it in 3 quarters since.
  • AssuredPartners Investment Advisors's Citigroup position peaked at $528K in Q4 2024.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.