DAS
C icon

Dynamic Advisor Solutions’s Citigroup C Stock Holding History

Dynamic Advisor Solutions’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 		$1.37M Buy
9,786
+34
+0.3% +$4.43K 0.04% 412
2026
Q1 		$1.11M Buy
9,752
+429
+5% +$48.9K 0.03% 435
2025
Q4 		$1.09M Sell
9,323
-563
-6% -$58.5K 0.03% 441
2025
Q3 		$1M Buy
9,886
+183
+2% +$17.4K 0.03% 467
2025
Q2 		$826K Buy
9,703
+4,293
+79% +$310K 0.03% 494
2025
Q1 		$384K Buy
5,410
+58
+1% +$4.42K 0.01% 644
2024
Q4 		$377K Sell
5,352
-5,392
-50% -$363K 0.02% 483
2024
Q3 		$673K Sell
10,744
-169
-2% -$10.5K 0.02% 552
2024
Q2 		$693K Buy
10,913
+2,463
+29% +$152K 0.02% 543
2024
Q1 		$534K Buy
8,450
+593
+8% +$33K 0.02% 586
2023
Q4 		$427K Sell
7,857
-13
-0.2% -$576 0.02% 614
2023
Q3 		$324K Buy
7,870
+866
+12% +$38K 0.02% 635
2023
Q2 		$322K Sell
7,004
-1,142
-14% -$53.5K 0.02% 612
2023
Q1 		$382K Sell
8,146
-566
-6% -$27.8K 0.02% 537
2022
Q4 		$394K Buy
8,712
+598
+7% +$27.2K 0.03% 500
2022
Q3 		$338K Buy
8,114
+277
+4% +$13.7K 0.03% 491
2022
Q2 		$360K Buy
7,837
+1,556
+25% +$77.8K 0.03% 483
2022
Q1 		$335K Buy
6,281
+1,184
+23% +$73.1K 0.02% 534
2021
Q4 		$308K Sell
5,097
-84
-2% -$5.58K 0.02% 555
2021
Q3 		$364K Buy
5,181
+3
+0.1% +$210 0.03% 517
2021
Q2 		$366K Buy
5,178
+421
+9% +$31.1K 0.03% 494
2021
Q1 		$346K Sell
4,757
-141
-3% -$9.41K 0.03% 467
2020
Q4 		$302K Sell
4,898
-1,489
-23% -$75.7K 0.03% 487
2020
Q3 		$275K Sell
6,387
-12,847
-67% -$640K 0.03% 453
2020
Q2 		$983K Buy
19,234
+6,050
+46% +$287K 0.13% 186
2020
Q1 		$555K Buy
13,184
+2,708
+26% +$182K 0.1% 227
2019
Q4 		$837K Buy
10,476
+601
+6% +$44.4K 0.11% 218
2019
Q3 		$682K Buy
9,875
+103
+1% +$7.01K 0.11% 222
2019
Q2 		$684K Buy
9,772
+644
+7% +$43.1K 0.11% 213
2019
Q1 		$568K Buy
9,128
+900
+11% +$55.9K 0.11% 203
2018
Q4 		$527K Sell
8,228
-2,831
-26% -$179K 0.11% 194
2018
Q3 		$793K Buy
11,059
+6,978
+171% +$493K 0.16% 159
2018
Q2 		$274K Sell
4,081
-3,067
-43% -$211K 0.06% 313
2018
Q1 		$482K Buy
+7,148
New +$537K 0.12% 193

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Dynamic Advisor Solutions's C Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Citigroup (C) stake by 0.35% in Q2 2026, buying an estimated $4.43K and bringing the position to 9,786 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #412.

Dynamic Advisor Solutions first reported a position in C in Q1 2018 and has held it in 34 quarters since. 475 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Dynamic Advisor Solutions held 9,786 shares of Citigroup worth $1.37M as of Q2 2026.
  • Dynamic Advisor Solutions bought 34 Citigroup shares in Q2 2026, an estimated $4.43K.
  • Citigroup made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #412 holding.
  • Dynamic Advisor Solutions first reported a position in Citigroup in Q1 2018 and has held it in 34 quarters since.
  • 475 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.