CIAS
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CBIZ Investment Advisory Services’s Citigroup C Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		– Sell
-697
Closed -$81.3K – 459
2025
Q4 		$81.3K Hold
697
– – ﹤0.01% 102
2025
Q3 		$70.7K Sell
697
-34
-5% -$3.23K ﹤0.01% 99
2025
Q2 		$62.2K Sell
731
-704
-49% -$50.9K ﹤0.01% 111
2025
Q1 		$102K Buy
1,435
+82
+6% +$6.25K 0.01% 77
2024
Q4 		$95.2K Buy
1,353
+63
+5% +$4.25K ﹤0.01% 77
2024
Q3 		$80.8K Buy
+1,290
New +$79.8K ﹤0.01% 80

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CBIZ Investment Advisory Services's C Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Citigroup (C) in Q1 2026, closing a stake of 697 shares — an estimated $81.3K sold.

CBIZ Investment Advisory Services first reported a position in C in Q3 2024 and held it in 6 quarters. The position peaked at $102K in Q1 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 697 Citigroup shares in Q1 2026, an estimated $81.3K.
  • CBIZ Investment Advisory Services first reported a position in Citigroup in Q3 2024 and held it in 6 quarters.
  • CBIZ Investment Advisory Services's Citigroup position peaked at $102K in Q1 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.