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Concurrent Investment Advisors’s Citigroup C Stock Holding History

Concurrent 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 		– Sell
-600
Closed -$68K – 2115
2026
Q1 		$68K Buy
+600
New +$68.3K ﹤0.01% 1856

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 $3.38T AUM 44.17% 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

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

Concurrent Investment Advisors increased its Citigroup (C) stake by 30% in Q2 2026, buying an estimated $3.96M and bringing the position to 131,946 shares worth $18.5M. The position accounts for 0.16% of the portfolio, ranked #137.

Concurrent Investment Advisors first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Concurrent Investment Advisors held 131,946 shares of Citigroup worth $18.5M as of Q2 2026.
  • Concurrent Investment Advisors bought 30,407 Citigroup shares in Q2 2026, an estimated $3.96M.
  • Citigroup made up 0.16% of Concurrent Investment Advisors's portfolio in Q2 2026, its #137 holding.
  • Concurrent Investment Advisors first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.