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AXS Investments’s Citigroup C Stock Holding History

AXS Investments’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 Sell
1,198
-291
-20% -$37.9K 0.05% 121
2026
Q1 		$169K Sell
1,489
-94
-6% -$10.7K 0.07% 123
2025
Q4 		$185K Sell
1,583
-144
-8% -$15K 0.06% 136
2025
Q3 		$175K Buy
+1,727
New +$164K 0.06% 135
2023
Q3 		– Sell
-868
Closed -$40K – 378
2023
Q2 		$40K Sell
868
-244
-22% -$11.4K 0.01% 358
2023
Q1 		$52.1K Buy
1,112
+46
+4% +$2.26K 0.02% 299
2022
Q4 		$48.2K Sell
1,066
-5,997
-85% -$272K 0.02% 285
2022
Q3 		$294K Buy
+7,063
New +$349K 0.11% 187
2022
Q2 		– Sell
-6,340
Closed -$339K – 204
2022
Q1 		$339K Buy
6,340
+1,357
+27% +$83.8K 0.14% 107
2021
Q4 		$301K Buy
+4,983
New +$331K 0.07% 136
2021
Q3 		– Sell
-4,581
Closed -$324K – 120
2021
Q2 		$324K Buy
4,581
+259
+6% +$19.2K 0.1% 136
2021
Q1 		$314K Buy
+4,322
New +$289K 0.11% 137

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

AXS Investments's C Position: Q2 2026 in Review

AXS Investments reduced its Citigroup (C) stake by 20% in Q2 2026, selling an estimated $37.9K and leaving 1,198 shares worth $168K. The position accounts for 0.05% of the portfolio, ranked #121.

AXS Investments first reported a position in C in Q1 2021 and has held it in 12 quarters since. The position peaked at $339K in Q1 2022. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • AXS Investments held 1,198 shares of Citigroup worth $168K as of Q2 2026.
  • AXS Investments sold 291 Citigroup shares in Q2 2026, an estimated $37.9K.
  • Citigroup made up 0.05% of AXS Investments's portfolio in Q2 2026, its #121 holding.
  • AXS Investments first reported a position in Citigroup in Q1 2021 and has held it in 12 quarters since.
  • AXS Investments's Citigroup position peaked at $339K in Q1 2022.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.