EC
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EdgeRock Capital’s Citigroup C Stock Holding History

EdgeRock Capital’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 		$385K Sell
2,752
-28
-1% -$3.65K 0.09% 90
2026
Q1 		$315K Buy
2,780
+199
+8% +$22.7K 0.09% 93
2025
Q4 		$301K Buy
2,581
+167
+7% +$17.3K 0.08% 103
2025
Q3 		$245K Buy
+2,414
New +$229K 0.07% 106
2022
Q4 		– Sell
-356
Closed -$15K – 102
2022
Q3 		$15K Buy
+356
New +$17.6K 0.01% 180

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

EdgeRock Capital's C Position: Q2 2026 in Review

EdgeRock Capital reduced its Citigroup (C) stake by 1% in Q2 2026, selling an estimated $3.65K and leaving 2,752 shares worth $385K. The position accounts for 0.09% of the portfolio, ranked #90.

EdgeRock Capital first reported a position in C in Q3 2022 and has held it in 5 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • EdgeRock Capital held 2,752 shares of Citigroup worth $385K as of Q2 2026.
  • EdgeRock Capital sold 28 Citigroup shares in Q2 2026, an estimated $3.65K.
  • Citigroup made up 0.09% of EdgeRock Capital's portfolio in Q2 2026, its #90 holding.
  • EdgeRock Capital first reported a position in Citigroup in Q3 2022 and has held it in 5 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.