Caerus Investment Advisors’s Citigroup C Stock Holding History

Caerus Investment 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	$832K	Buy	5,941 +570	+11%	+$74.2K	0.28%	66
2026 Q1	$609K	Sell	5,371 -2,478	-32%	-$282K	0.25%	81
2025 Q4	$916K	Buy	7,849 +1,327	+20%	+$138K	0.3%	69
2025 Q3	$662K	Buy	+6,522	New	+$619K	0.27%	77
2022 Q4	–	Sell	-5,809	Closed	-$242K	–	46
2022 Q3	$242K	Hold	5,809	–	–	0.31%	46
2022 Q2	$267K	Hold	5,809	–	–	0.32%	54
2022 Q1	$290K	Buy	+5,809	New	+$359K	0.35%	44

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

Caerus Investment Advisors's C Position: Q2 2026 in Review

Caerus Investment Advisors increased its Citigroup (C) stake by 11% in Q2 2026, buying an estimated $74.2K and bringing the position to 5,941 shares worth $832K. The position accounts for 0.28% of the portfolio, ranked #66.

Caerus Investment Advisors first reported a position in C in Q1 2022 and has held it in 7 quarters since. The position peaked at $916K in Q4 2025. 2,638 funds tracked by Wall St. Rank hold C as of Q2 2026.

Caerus Investment Advisors held 5,941 shares of Citigroup worth $832K as of Q2 2026.
Caerus Investment Advisors bought 570 Citigroup shares in Q2 2026, an estimated $74.2K.
Citigroup made up 0.28% of Caerus Investment Advisors's portfolio in Q2 2026, its #66 holding.
Caerus Investment Advisors first reported a position in Citigroup in Q1 2022 and has held it in 7 quarters since.
Caerus Investment Advisors's Citigroup position peaked at $916K in Q4 2025.
2,638 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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