Aviso Financial’s Citigroup C Stock Holding History

Aviso Financial’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	$168K	Buy	1,198 +836	+231%	+$109K	0.01%	204
2026 Q1	$41.1K	Buy	362 +72	+25%	+$8.2K	﹤0.01%	253
2025 Q4	$33.8K	Buy	+290	New	+$30.1K	﹤0.01%	251

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aviso Financial's C Position: Q2 2026 in Review

Aviso Financial increased its Citigroup (C) stake by 231% in Q2 2026, buying an estimated $109K and bringing the position to 1,198 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #204.

Aviso Financial first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,641 funds tracked by Wall St. Rank hold C as of Q2 2026.

Aviso Financial held 1,198 shares of Citigroup worth $168K as of Q2 2026.
Aviso Financial bought 836 Citigroup shares in Q2 2026, an estimated $109K.
Citigroup made up 0.01% of Aviso Financial's portfolio in Q2 2026, its #204 holding.
Aviso Financial first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
2,641 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.