Betterment LLC’s Citigroup C Stock Holding History

Betterment LLC’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	$629K	Sell	4,496 -28	-0.6%	-$3.65K	﹤0.01%	435
2026 Q1	$513K	Buy	+4,524	New	+$515K	﹤0.01%	432

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

Betterment LLC's C Position: Q2 2026 in Review

Betterment LLC reduced its Citigroup (C) stake by 0.62% in Q2 2026, selling an estimated $3.65K and leaving 4,496 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Betterment LLC 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.

Betterment LLC held 4,496 shares of Citigroup worth $629K as of Q2 2026.
Betterment LLC sold 28 Citigroup shares in Q2 2026, an estimated $3.65K.
Citigroup made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #435 holding.
Betterment LLC 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 Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.