Emerald Advisors’s Citigroup C Stock Holding History

Emerald 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	$359K	Buy	2,567 +193	+8%	+$25.1K	0.05%	94
2026 Q1	$269K	Buy	+2,374	New	+$270K	0.03%	100
2021 Q4	–	Sell	-4,204	Closed	-$295K	–	93
2021 Q3	$295K	Buy	4,204 +115	+3%	+$8.04K	0.08%	78
2021 Q2	$289K	Sell	4,089 -80	-2%	-$5.92K	0.09%	78
2021 Q1	$303K	Sell	4,169 -1,192	-22%	-$79.6K	0.11%	62
2020 Q4	$331K	Sell	5,361 -3,592	-40%	-$183K	0.11%	59
2020 Q3	$386K	Sell	8,953 -685	-7%	-$34.1K	0.15%	49
2020 Q2	$492K	Buy	9,638 +1,230	+15%	+$58.4K	0.22%	35
2020 Q1	$389K	Buy	8,408 +5,044	+150%	+$339K	0.18%	45
2019 Q4	$258K	Buy	+3,364	New	+$249K	0.25%	78

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

Emerald Advisors's C Position: Q2 2026 in Review

Emerald Advisors increased its Citigroup (C) stake by 8.1% in Q2 2026, buying an estimated $25.1K and bringing the position to 2,567 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #94.

Emerald Advisors first reported a position in C in Q4 2019 and has held it in 10 quarters since. The position peaked at $492K in Q2 2020. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Emerald Advisors held 2,567 shares of Citigroup worth $359K as of Q2 2026.
Emerald Advisors bought 193 Citigroup shares in Q2 2026, an estimated $25.1K.
Citigroup made up 0.05% of Emerald Advisors's portfolio in Q2 2026, its #94 holding.
Emerald Advisors first reported a position in Citigroup in Q4 2019 and has held it in 10 quarters since.
Emerald Advisors's Citigroup position peaked at $492K in Q2 2020.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.