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Bell Investment Advisors’s Citigroup C Stock Holding History

Bell 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
Q2 		$207K Buy
1,479
+113
+8% +$14.7K 0.03% 133
2026
Q1 		$155K Sell
1,366
-4
-0.3% -$456 0.02% 139
2025
Q4 		$160K Buy
1,370
+117
+9% +$12.2K 0.03% 136
2025
Q3 		$127K Sell
1,253
-65
-5% -$6.17K 0.02% 146
2025
Q2 		$112K Buy
1,318
+98
+8% +$7.08K 0.02% 150
2025
Q1 		$86.6K Buy
1,220
+8
+0.7% +$610 0.02% 156
2024
Q4 		$85.3K Sell
1,212
-205
-14% -$13.8K 0.02% 155
2024
Q3 		$88.7K Buy
1,417
+8
+0.6% +$495 0.02% 157
2024
Q2 		$89.4K Buy
1,409
+134
+11% +$8.26K 0.02% 149
2024
Q1 		$80.6K Buy
1,275
+8
+0.6% +$445 0.02% 158
2023
Q4 		$65.2K Buy
1,267
+579
+84% +$25.6K 0.01% 172
2023
Q3 		$28.3K Sell
688
-414
-38% -$18.2K 0.01% 249
2023
Q2 		$50.7K Buy
1,102
+368
+50% +$17.2K 0.01% 164
2023
Q1 		$34.4K Buy
734
+130
+22% +$6.38K 0.01% 211
2022
Q4 		$27.3K Buy
604
+253
+72% +$11.5K 0.01% 247
2022
Q3 		$15K Sell
351
-179
-34% -$8.84K ﹤0.01% 309
2022
Q2 		$24K Buy
+530
New +$26.5K 0.01% 232
2021
Q4 		$35K Buy
583
+214
+58% +$14.2K 0.01% 199
2021
Q3 		$26K Buy
+369
New +$25.8K 0.01% 231

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

Bell Investment Advisors's C Position: Q2 2026 in Review

Bell Investment Advisors increased its Citigroup (C) stake by 8.3% in Q2 2026, buying an estimated $14.7K and bringing the position to 1,479 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #133.

Bell Investment Advisors first reported a position in C in Q3 2021 and has held it in 19 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Bell Investment Advisors held 1,479 shares of Citigroup worth $207K as of Q2 2026.
  • Bell Investment Advisors bought 113 Citigroup shares in Q2 2026, an estimated $14.7K.
  • Citigroup made up 0.03% of Bell Investment Advisors's portfolio in Q2 2026, its #133 holding.
  • Bell Investment Advisors first reported a position in Citigroup in Q3 2021 and has held it in 19 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.