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Bitterroot Capital Advisors’s Citigroup C Stock Holding History

Bitterroot 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 		$7.29K Hold
52
– – ﹤0.01% 49
2026
Q1 		$5.88K Hold
52
– – ﹤0.01% 53
2025
Q4 		$6.02K Buy
+52
New +$5.4K ﹤0.01% 46

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

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

Bitterroot Capital Advisors held its Citigroup (C) position steady in Q2 2026 at 52 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #49.

Bitterroot Capital Advisors first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Bitterroot Capital Advisors held 52 shares of Citigroup worth $7.29K as of Q2 2026.
  • Bitterroot Capital Advisors left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up ﹤0.01% of Bitterroot Capital Advisors's portfolio in Q2 2026, its #49 holding.
  • Bitterroot Capital Advisors first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Bitterroot Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.