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Catherine Avery Investment Management’s Citigroup C Stock Holding History

Catherine Avery Investment 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 		$7.64M Sell
54,620
-9,098
-14% -$1.18M 3.34% 4
2026
Q1 		$7.23M Buy
63,718
+14,393
+29% +$1.64M 3.23% 2
2025
Q4 		$5.76M Buy
49,325
+370
+0.8% +$38.4K 3.45% 1
2025
Q3 		$4.97M Sell
48,955
-3,163
-6% -$300K 3.2% 7
2025
Q2 		$4.44M Buy
52,118
+4,707
+10% +$340K 3.37% 5
2025
Q1 		$3.37M Sell
47,411
-2,455
-5% -$187K 3.02% 15
2024
Q4 		$3.51M Buy
+49,866
New +$3.36M 3.1% 4

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

Catherine Avery Investment Management's C Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Citigroup (C) stake by 14% in Q2 2026, selling an estimated $1.18M and leaving 54,620 shares worth $7.64M. The position accounts for 3.34% of the portfolio, ranked #4.

Catherine Avery Investment Management first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,629 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Catherine Avery Investment Management held 54,620 shares of Citigroup worth $7.64M as of Q2 2026.
  • Catherine Avery Investment Management sold 9,098 Citigroup shares in Q2 2026, an estimated $1.18M.
  • Citigroup made up 3.34% of Catherine Avery Investment Management's portfolio in Q2 2026, its #4 holding.
  • Catherine Avery Investment Management first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,629 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.