DCA
C icon

DSG Capital Advisors’s Citigroup C Stock Holding History

DSG Capital 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 		$13.1M Sell
98,286
-442
-0.4% -$57.5K 1.86% 18
2026
Q1 		$11.2M Buy
98,728
+3,280
+3% +$374K 1.79% 19
2025
Q4 		$11.2M Buy
95,448
+4,266
+5% +$443K 1.71% 20
2025
Q3 		$9.25M Buy
91,182
+25,542
+39% +$2.42M 1.47% 23
2025
Q2 		$5.59M Sell
65,640
-85,164
-56% -$6.16M 0.99% 31
2025
Q1 		$10.7M Sell
150,804
-1,951
-1% -$149K 2.16% 15
2024
Q4 		$10.8M Buy
+152,755
New +$10.3M 1.95% 15

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

DSG Capital Advisors's C Position: Q2 2026 in Review

DSG Capital Advisors reduced its Citigroup (C) stake by 0.45% in Q2 2026, selling an estimated $57.5K and leaving 98,286 shares worth $13.1M. The position accounts for 1.86% of the portfolio, ranked #18.

DSG Capital Advisors first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • DSG Capital Advisors held 98,286 shares of Citigroup worth $13.1M as of Q2 2026.
  • DSG Capital Advisors sold 442 Citigroup shares in Q2 2026, an estimated $57.5K.
  • Citigroup made up 1.86% of DSG Capital Advisors's portfolio in Q2 2026, its #18 holding.
  • DSG Capital Advisors first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.