Bauman Advisory Group’s Citigroup C Stock Holding History

Bauman Advisory Group’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	$774K	Buy	5,529 +1,869	+51%	+$243K	0.41%	35
2026 Q1	$415K	Buy	+3,660	New	+$417K	0.29%	45

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

Bauman Advisory Group's C Position: Q2 2026 in Review

Bauman Advisory Group increased its Citigroup (C) stake by 51% in Q2 2026, buying an estimated $243K and bringing the position to 5,529 shares worth $774K. The position accounts for 0.41% of the portfolio, ranked #35.

Bauman Advisory Group first reported a position in C in Q1 2026 and has held it in 2 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Bauman Advisory Group held 5,529 shares of Citigroup worth $774K as of Q2 2026.
Bauman Advisory Group bought 1,869 Citigroup shares in Q2 2026, an estimated $243K.
Citigroup made up 0.41% of Bauman Advisory Group's portfolio in Q2 2026, its #35 holding.
Bauman Advisory Group first reported a position in Citigroup in Q1 2026 and has held it in 2 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Bauman Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.