D'Orazio & Associates’s Citigroup C Stock Holding History

D'Orazio & Associates’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	$802K	Buy	5,730 +137	+2%	+$17.8K	0.09%	86
2026 Q1	$634K	Sell	5,593 -42	-0.7%	-$4.78K	0.08%	94
2025 Q4	$658K	Buy	5,635 +202	+4%	+$21K	0.08%	93
2025 Q3	$551K	Buy	5,433 +355	+7%	+$33.7K	0.07%	103
2025 Q2	$432K	Sell	5,078 -1,002	-16%	-$72.4K	0.06%	119
2025 Q1	$432K	Buy	6,080 +579	+11%	+$44.1K	0.07%	110
2024 Q4	$387K	Buy	5,501 +410	+8%	+$27.6K	0.06%	116
2024 Q3	$319K	Sell	5,091 -259	-5%	-$16K	0.05%	142
2024 Q2	$340K	Buy	5,350 +1,455	+37%	+$89.7K	0.05%	115
2024 Q1	$246K	Buy	+3,895	New	+$217K	0.04%	149
2023 Q2	–	Sell	-6,567	Closed	-$308K	–	149
2023 Q1	$308K	Buy	+6,567	New	+$322K	0.08%	88
2022 Q4	–	Sell	-6,654	Closed	-$277K	–	147
2022 Q3	$277K	Sell	6,654 -569	-8%	-$28.1K	0.08%	98
2022 Q2	$332K	Buy	7,223 +3,279	+83%	+$164K	0.09%	82
2022 Q1	$211K	Sell	3,944 -517	-12%	-$31.9K	0.05%	100
2021 Q4	$269K	Buy	4,461 +49	+1%	+$3.26K	0.06%	81
2021 Q3	$310K	Buy	4,412 +1,281	+41%	+$89.5K	0.08%	67
2021 Q2	$222K	Buy	3,131 +2,004	+178%	+$148K	0.06%	77
2021 Q1	$82K	Sell	1,127 -16	-1%	-$1.07K	0.02%	130
2020 Q4	$70K	Buy	1,143 +526	+85%	+$26.7K	0.02%	129
2020 Q3	$27K	Buy	617 +6	+1%	+$299	0.01%	175
2020 Q2	$31K	Sell	611 -193	-24%	-$9.16K	0.01%	170
2020 Q1	$34K	Buy	804 +204	+34%	+$13.7K	0.02%	154
2019 Q4	$48K	Buy	600 +4	+0.7%	+$296	0.01%	154
2019 Q3	$41K	Sell	596 -81	-12%	-$5.51K	0.01%	156
2019 Q2	$47K	Buy	677 +4	+0.6%	+$268	0.01%	147
2019 Q1	$42K	Buy	673 +90	+15%	+$5.59K	0.01%	155
2018 Q4	$30K	Buy	583 +4	+0.7%	+$253	0.01%	154
2018 Q3	$42K	Buy	579 +88	+18%	+$6.22K	0.02%	141
2018 Q2	$33K	Buy	491 +2	+0.4%	+$138	0.01%	146
2018 Q1	$33K	Buy	489 +2	+0.4%	+$150	0.01%	143
2017 Q4	$36K	Buy	+487	New	+$36K	0.01%	144
2016 Q3	–	Sell	-526	Closed	-$22K	–	284
2016 Q2	$22K	Sell	526 -529	-50%	-$23.4K	0.01%	162
2016 Q1	$44K	Buy	+1,055	New	+$44.1K	0.02%	123
2015 Q4	–	Sell	-836	Closed	-$44K	–	266
2015 Q3	$44K	Buy	836 +211	+34%	+$11.5K	0.02%	102
2015 Q2	$35K	Hold	625	–	–	0.02%	116
2015 Q1	$32K	Buy	625 +95	+18%	+$4.84K	0.03%	129
2014 Q4	$29K	Hold	530	–	–	0.02%	120
2014 Q3	$27K	Hold	530	–	–	0.02%	127
2014 Q2	$25K	Hold	530	–	–	0.02%	133
2014 Q1	$25K	Hold	530	–	–	0.02%	128
2013 Q4	$28K	Buy	+530	New	+$26.8K	0.02%	105

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

D'Orazio & Associates's C Position: Q2 2026 in Review

D'Orazio & Associates increased its Citigroup (C) stake by 2.4% in Q2 2026, buying an estimated $17.8K and bringing the position to 5,730 shares worth $802K. The position accounts for 0.09% of the portfolio, ranked #86.

D'Orazio & Associates first reported a position in C in Q4 2013 and has held it in 41 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

D'Orazio & Associates held 5,730 shares of Citigroup worth $802K as of Q2 2026.
D'Orazio & Associates bought 137 Citigroup shares in Q2 2026, an estimated $17.8K.
Citigroup made up 0.09% of D'Orazio & Associates's portfolio in Q2 2026, its #86 holding.
D'Orazio & Associates first reported a position in Citigroup in Q4 2013 and has held it in 41 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.