Cerity Partners’s Citigroup C Stock Holding History

Cerity Partners’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	–	Sell	-1,000	Closed	-$113K	–	3428
2026 Q1	$113K	Buy	+1,000	New	+$114K	﹤0.01%	3004

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 $3.38T AUM 44.17% 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

Cerity Partners's C Position: Q2 2026 in Review

Cerity Partners reduced its Citigroup (C) stake by 0.37% in Q2 2026, selling an estimated $537K and leaving 1,099,020 shares worth $154M. The position accounts for 0.19% of the portfolio, ranked #113.

Cerity Partners first reported a position in C in Q3 2017 and has held it in 36 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

Cerity Partners held 1,099,020 shares of Citigroup worth $154M as of Q2 2026.
Cerity Partners sold 4,123 Citigroup shares in Q2 2026, an estimated $537K.
Citigroup made up 0.19% of Cerity Partners's portfolio in Q2 2026, its #113 holding.
Cerity Partners first reported a position in Citigroup in Q3 2017 and has held it in 36 quarters since.
2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.