CIA
C icon

Choate Investment Advisors’s Citigroup C Stock Holding History

Choate 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 		$2.6M Buy
18,581
+94
+0.5% +$12.2K 0.05% 148
2026
Q1 		$2.1M Buy
18,487
+9,296
+101% +$1.06M 0.04% 157
2025
Q4 		$1.07M Buy
9,191
+244
+3% +$25.3K 0.02% 224
2025
Q3 		$908K Sell
8,947
-935
-9% -$88.7K 0.02% 215
2025
Q2 		$841K Buy
9,882
+1,896
+24% +$137K 0.02% 212
2025
Q1 		$567K Hold
7,986
– – 0.01% 241
2024
Q4 		$562K Buy
7,986
+1,420
+22% +$95.7K 0.01% 256
2024
Q3 		$411K Buy
+6,566
New +$406K 0.01% 283
2014
Q1 		– Sell
-3,853
Closed -$201K – 290
2013
Q4 		$201K Buy
+3,853
New +$195K 0.01% 258

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

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

Choate Investment Advisors increased its Citigroup (C) stake by 0.51% in Q2 2026, buying an estimated $12.2K and bringing the position to 18,581 shares worth $2.6M. The position accounts for 0.05% of the portfolio, ranked #148.

Choate Investment Advisors first reported a position in C in Q4 2013 and has held it in 9 quarters since. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Choate Investment Advisors held 18,581 shares of Citigroup worth $2.6M as of Q2 2026.
  • Choate Investment Advisors bought 94 Citigroup shares in Q2 2026, an estimated $12.2K.
  • Citigroup made up 0.05% of Choate Investment Advisors's portfolio in Q2 2026, its #148 holding.
  • Choate Investment Advisors first reported a position in Citigroup in Q4 2013 and has held it in 9 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.