Cedar Mountain Advisors’s Citigroup C Stock Holding History

Cedar Mountain 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	$97.7K	Buy	698 +407	+140%	+$53K	0.02%	111
2026 Q1	$33K	Buy	291 +169	+139%	+$19.2K	0.01%	204
2025 Q4	$14.2K	Hold	122	–	–	﹤0.01%	221
2025 Q3	$12.4K	Buy	122 +102	+510%	+$9.68K	﹤0.01%	238
2025 Q2	$1.7K	Hold	20	–	–	﹤0.01%	311
2025 Q1	$1.42K	Hold	20	–	–	﹤0.01%	300
2024 Q4	$1.41K	Hold	20	–	–	﹤0.01%	323
2024 Q3	$1.25K	Hold	20	–	–	﹤0.01%	298
2024 Q2	$1.27K	Hold	20	–	–	﹤0.01%	290
2024 Q1	$1.26K	Hold	20	–	–	﹤0.01%	297
2023 Q4	$1.03K	Hold	20	–	–	﹤0.01%	287
2023 Q3	$823	Hold	20	–	–	﹤0.01%	280
2023 Q2	$921	Hold	20	–	–	﹤0.01%	267
2023 Q1	$938	Hold	20	–	–	﹤0.01%	268
2022 Q4	$905	Hold	20	–	–	﹤0.01%	269
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	271
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	274
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	285
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	289
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	281
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	252
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	257
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	250
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	230
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	226
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	209
2019 Q4	$2K	Buy	+20	New	+$1.48K	﹤0.01%	211

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

Cedar Mountain Advisors's C Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Citigroup (C) stake by 140% in Q2 2026, buying an estimated $53K and bringing the position to 698 shares worth $97.7K. The position accounts for 0.02% of the portfolio, ranked #111.

Cedar Mountain Advisors first reported a position in C in Q4 2019 and has held it in 27 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Cedar Mountain Advisors held 698 shares of Citigroup worth $97.7K as of Q2 2026.
Cedar Mountain Advisors bought 407 Citigroup shares in Q2 2026, an estimated $53K.
Citigroup made up 0.02% of Cedar Mountain Advisors's portfolio in Q2 2026, its #111 holding.
Cedar Mountain Advisors first reported a position in Citigroup in Q4 2019 and has held it in 27 quarters since.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.