Biltmore Family Office’s Citigroup C Stock Holding History

Biltmore Family Office’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	$267K	Buy	1,907 +32	+2%	+$4.17K	0.04%	225
2026 Q1	$213K	Hold	1,875	–	–	0.03%	240
2025 Q4	$219K	Buy	+1,875	New	+$195K	0.03%	221
2020 Q1	–	Sell	-3,541	Closed	-$283K	–	176
2019 Q4	$283K	Buy	3,541 +189	+6%	+$14K	0.11%	144
2019 Q3	$232K	Sell	3,352 -149	-4%	-$10.1K	0.1%	140
2019 Q2	$245K	Hold	3,501	–	–	0.13%	126
2019 Q1	$218K	Buy	+3,501	New	+$217K	0.11%	139
2018 Q4	–	Sell	-3,853	Closed	-$276K	–	140
2018 Q3	$276K	Hold	3,853	–	–	0.13%	124
2018 Q2	$258K	Sell	3,853 -145	-4%	-$9.98K	0.13%	122
2018 Q1	$270K	Hold	3,998	–	–	0.12%	139
2017 Q4	$297K	Buy	+3,998	New	+$296K	0.13%	122

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

Biltmore Family Office's C Position: Q2 2026 in Review

Biltmore Family Office increased its Citigroup (C) stake by 1.7% in Q2 2026, buying an estimated $4.17K and bringing the position to 1,907 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #225.

Biltmore Family Office first reported a position in C in Q4 2017 and has held it in 11 quarters since. The position peaked at $297K in Q4 2017. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

Biltmore Family Office held 1,907 shares of Citigroup worth $267K as of Q2 2026.
Biltmore Family Office bought 32 Citigroup shares in Q2 2026, an estimated $4.17K.
Citigroup made up 0.04% of Biltmore Family Office's portfolio in Q2 2026, its #225 holding.
Biltmore Family Office first reported a position in Citigroup in Q4 2017 and has held it in 11 quarters since.
Biltmore Family Office's Citigroup position peaked at $297K in Q4 2017.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.