Diversify Advisory Services’s Citigroup C Stock Holding History

Diversify Advisory Services’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	$4.82M	Buy	36,197 +17,982	+99%	+$2.34M	0.08%	225
2026 Q1	$2.32M	Sell	18,215 -10,431	-36%	-$1.19M	0.35%	30
2025 Q4	$3.38M	Sell	28,646 -6,519	-19%	-$677K	0.11%	141
2025 Q3	$3.57M	Sell	35,165 -3,451	-9%	-$327K	0.12%	135
2025 Q2	$3.7M	Buy	38,616 +28,075	+266%	+$2.03M	0.14%	111
2025 Q1	$726K	Sell	10,541 -1,684	-14%	-$128K	0.05%	278
2024 Q4	$873K	Buy	12,225 +225	+2%	+$15.2K	0.05%	250
2024 Q3	$763K	Buy	12,000 +2,600	+28%	+$161K	0.04%	299
2024 Q2	$626K	Sell	9,400 -6,904	-42%	-$426K	0.03%	335
2024 Q1	$1.03M	Buy	+16,304	New	+$907K	0.06%	244

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

Diversify Advisory Services's C Position: Q2 2026 in Review

Diversify Advisory Services increased its Citigroup (C) stake by 99% in Q2 2026, buying an estimated $2.34M and bringing the position to 36,197 shares worth $4.82M. The position accounts for 0.08% of the portfolio, ranked #225.

Diversify Advisory Services first reported a position in C in Q1 2024 and has held it in 10 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Diversify Advisory Services held 36,197 shares of Citigroup worth $4.82M as of Q2 2026.
Diversify Advisory Services bought 17,982 Citigroup shares in Q2 2026, an estimated $2.34M.
Citigroup made up 0.08% of Diversify Advisory Services's portfolio in Q2 2026, its #225 holding.
Diversify Advisory Services first reported a position in Citigroup in Q1 2024 and has held it in 10 quarters since.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.