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Edgemoor Investment Advisors’s Citigroup C Stock Holding History

Edgemoor Investment 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 		$20.7M Buy
147,759
+966
+0.7% +$126K 1.41% 17
2026
Q1 		$16.6M Buy
146,793
+2,999
+2% +$342K 1.31% 22
2025
Q4 		$16.8M Buy
143,794
+358
+0.2% +$37.2K 1.3% 22
2025
Q3 		$14.6M Sell
143,436
-181
-0.1% -$17.2K 1.12% 23
2025
Q2 		$12.2M Sell
143,617
-333
-0.2% -$24.1K 1.06% 26
2025
Q1 		$10.2M Buy
143,950
+5,295
+4% +$404K 0.94% 32
2024
Q4 		$9.76M Sell
138,655
-2,016
-1% -$136K 0.86% 28
2024
Q3 		$8.81M Buy
140,671
+5,387
+4% +$333K 0.77% 36
2024
Q2 		$8.59M Buy
135,284
+9,338
+7% +$576K 0.8% 34
2024
Q1 		$7.96M Buy
125,946
+2,472
+2% +$138K 0.75% 34
2023
Q4 		$6.35M Sell
123,474
-20,641
-14% -$914K 0.66% 38
2023
Q3 		$5.93M Buy
144,115
+579
+0.4% +$25.4K 0.7% 37
2023
Q2 		$6.61M Buy
143,536
+90,574
+171% +$4.24M 0.75% 37
2023
Q1 		$2.48M Buy
52,962
+3,354
+7% +$165K 0.3% 62
2022
Q4 		$2.24M Sell
49,608
-8,011
-14% -$364K 0.28% 66
2022
Q3 		$2.4M Buy
57,619
+29,834
+107% +$1.47M 0.32% 64
2022
Q2 		$1.28M Buy
27,785
+1,729
+7% +$86.5K 0.16% 82
2022
Q1 		$1.39M Buy
+26,056
New +$1.61M 0.15% 78

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

Edgemoor Investment Advisors's C Position: Q2 2026 in Review

Edgemoor Investment Advisors increased its Citigroup (C) stake by 0.66% in Q2 2026, buying an estimated $126K and bringing the position to 147,759 shares worth $20.7M. The position accounts for 1.41% of the portfolio, ranked #17.

Edgemoor Investment Advisors first reported a position in C in Q1 2022 and has held it in 18 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Edgemoor Investment Advisors held 147,759 shares of Citigroup worth $20.7M as of Q2 2026.
  • Edgemoor Investment Advisors bought 966 Citigroup shares in Q2 2026, an estimated $126K.
  • Citigroup made up 1.41% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Edgemoor Investment Advisors first reported a position in Citigroup in Q1 2022 and has held it in 18 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.