EAN
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Excelsior Advisor Network’s Citigroup C Stock Holding History

Excelsior Advisor Network’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 		$708K Buy
5,056
+2,754
+120% +$359K 0.09% 213
2026
Q1 		$261K Sell
2,302
-192
-8% -$21.9K 0.1% 176
2025
Q4 		$291K Buy
+2,494
New +$259K 0.14% 125

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

Excelsior Advisor Network's C Position: Q2 2026 in Review

Excelsior Advisor Network increased its Citigroup (C) stake by 120% in Q2 2026, buying an estimated $359K and bringing the position to 5,056 shares worth $708K. The position accounts for 0.09% of the portfolio, ranked #213.

Excelsior Advisor Network first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,630 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Excelsior Advisor Network held 5,056 shares of Citigroup worth $708K as of Q2 2026.
  • Excelsior Advisor Network bought 2,754 Citigroup shares in Q2 2026, an estimated $359K.
  • Citigroup made up 0.09% of Excelsior Advisor Network's portfolio in Q2 2026, its #213 holding.
  • Excelsior Advisor Network first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.