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Berman McAleer’s Citigroup C Stock Holding History

Berman McAleer’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 		$451K Buy
3,221
+126
+4% +$16.4K 0.05% 108
2026
Q1 		$351K Buy
3,095
+214
+7% +$24.4K 0.05% 116
2025
Q4 		$336K Sell
2,881
-49
-2% -$5.09K 0.05% 120
2025
Q3 		$297K Buy
+2,930
New +$278K 0.04% 130

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

Berman McAleer's C Position: Q2 2026 in Review

Berman McAleer increased its Citigroup (C) stake by 4.1% in Q2 2026, buying an estimated $16.4K and bringing the position to 3,221 shares worth $451K. The position accounts for 0.05% of the portfolio, ranked #108.

Berman McAleer first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,620 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Berman McAleer held 3,221 shares of Citigroup worth $451K as of Q2 2026.
  • Berman McAleer bought 126 Citigroup shares in Q2 2026, an estimated $16.4K.
  • Citigroup made up 0.05% of Berman McAleer's portfolio in Q2 2026, its #108 holding.
  • Berman McAleer first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,620 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.