Byrne Asset Management’s Citigroup C Stock Holding History

Byrne Asset Management’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	$509K	Buy	3,635 +2,400	+194%	+$312K	0.27%	74
2026 Q1	$140K	Buy	+1,235	New	+$141K	0.08%	182
2025 Q2	–	Sell	-56	Closed	-$3.98K	–	549
2025 Q1	$3.98K	Sell	56 -2	-3%	-$153	﹤0.01%	484
2024 Q4	$4.08K	Sell	58 -2	-3%	-$135	﹤0.01%	479
2024 Q3	$3.76K	Buy	+60	New	+$3.71K	﹤0.01%	478
2024 Q2	–	Sell	-50	Closed	-$3.16K	–	538
2024 Q1	$3.16K	Buy	+50	New	+$2.78K	﹤0.01%	470
2023 Q4	–	Sell	-54	Closed	-$2K	–	546
2023 Q3	$2K	Buy	+54	New	+$2.37K	﹤0.01%	470
2022 Q3	–	Sell	-800	Closed	-$37K	–	499
2022 Q2	$37K	Buy	+800	New	+$40K	0.03%	218

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

Byrne Asset Management's C Position: Q2 2026 in Review

Byrne Asset Management increased its Citigroup (C) stake by 194% in Q2 2026, buying an estimated $312K and bringing the position to 3,635 shares worth $509K. The position accounts for 0.27% of the portfolio, ranked #74.

Byrne Asset Management first reported a position in C in Q2 2022 and has held it in 8 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

Byrne Asset Management held 3,635 shares of Citigroup worth $509K as of Q2 2026.
Byrne Asset Management bought 2,400 Citigroup shares in Q2 2026, an estimated $312K.
Citigroup made up 0.27% of Byrne Asset Management's portfolio in Q2 2026, its #74 holding.
Byrne Asset Management first reported a position in Citigroup in Q2 2022 and has held it in 8 quarters since.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.