Bay Capital Advisors’s Citigroup C Stock Holding History

Bay Capital 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	$612K	Hold	4,375	–	–	0.33%	59
2026 Q1	$496K	Sell	4,375 -183	-4%	-$20.8K	0.31%	62
2025 Q4	$532K	Hold	4,558	–	–	0.32%	64
2025 Q3	$463K	Hold	4,558	–	–	0.3%	65
2025 Q2	$388K	Buy	4,558 +3	+0.1%	+$217	0.3%	72
2025 Q1	$323K	Sell	4,555 -130	-3%	-$9.91K	0.27%	82
2024 Q4	$330K	Buy	+4,685	New	+$316K	0.27%	83

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Bay Capital Advisors's C Position: Q2 2026 in Review

Bay Capital Advisors held its Citigroup (C) position steady in Q2 2026 at 4,375 shares worth $612K. The position accounts for 0.33% of the portfolio, ranked #59.

Bay Capital Advisors first reported a position in C in Q4 2024 and has held it in 7 quarters since. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

Bay Capital Advisors held 4,375 shares of Citigroup worth $612K as of Q2 2026.
Bay Capital Advisors left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.33% of Bay Capital Advisors's portfolio in Q2 2026, its #59 holding.
Bay Capital Advisors first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.