Crewe Advisors’s Citigroup C Stock Holding History

Crewe 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	$491K	Buy	3,510 +522	+17%	+$68K	0.04%	147
2026 Q1	$339K	Sell	2,988 -18	-0.6%	-$2.05K	0.03%	164
2025 Q4	$351K	Buy	3,006 +63	+2%	+$6.54K	0.03%	156
2025 Q3	$299K	Buy	+2,943	New	+$279K	0.03%	166
2024 Q3	–	Sell	-4,325	Closed	-$274K	–	758
2024 Q2	$274K	Buy	4,325 +1,287	+42%	+$79.3K	0.03%	147
2024 Q1	$192K	Buy	+3,038	New	+$169K	0.02%	172
2023 Q3	–	Sell	-4,120	Closed	-$190K	–	634
2023 Q2	$190K	Buy	4,120 +164	+4%	+$7.68K	0.03%	144
2023 Q1	$185K	Sell	3,956 -607	-13%	-$29.8K	0.03%	166
2022 Q4	$206K	Sell	4,563 -469	-9%	-$21.3K	0.03%	150
2022 Q3	$210K	Buy	5,032 +399	+9%	+$19.7K	0.04%	137
2022 Q2	$213K	Buy	4,633 +1,033	+29%	+$51.7K	0.05%	122
2022 Q1	$192K	Buy	3,600 +2,380	+195%	+$147K	0.04%	115
2021 Q4	$74K	Buy	+1,220	New	+$81.1K	0.02%	153
2021 Q3	–	Sell	-360	Closed	-$25K	–	405
2021 Q2	$25K	Hold	360	–	–	0.01%	202
2021 Q1	$26K	Hold	360	–	–	0.01%	200
2020 Q4	$22K	Hold	360	–	–	0.01%	194
2020 Q3	$16K	Buy	+360	New	+$17.9K	0.01%	197

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

Crewe Advisors's C Position: Q2 2026 in Review

Crewe Advisors increased its Citigroup (C) stake by 17% in Q2 2026, buying an estimated $68K and bringing the position to 3,510 shares worth $491K. The position accounts for 0.04% of the portfolio, ranked #147.

Crewe Advisors first reported a position in C in Q3 2020 and has held it in 17 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Crewe Advisors held 3,510 shares of Citigroup worth $491K as of Q2 2026.
Crewe Advisors bought 522 Citigroup shares in Q2 2026, an estimated $68K.
Citigroup made up 0.04% of Crewe Advisors's portfolio in Q2 2026, its #147 holding.
Crewe Advisors first reported a position in Citigroup in Q3 2020 and has held it in 17 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.