FCH
C icon

Freestone Capital Holdings’s Citigroup C Stock Holding History

Freestone Capital Holdings’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 		$112K Buy
+800
New +$104K ﹤0.01% 590

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

Freestone Capital Holdings's C Position: Q2 2026 in Review

Freestone Capital Holdings reduced its Citigroup (C) stake by 2.1% in Q2 2026, selling an estimated $54.4K and leaving 19,952 shares worth $2.79M. The position accounts for 0.07% of the portfolio, ranked #170.

Freestone Capital Holdings first reported a position in C in Q1 2015 and has held it in 46 quarters since. The position peaked at $7.04M in Q3 2021. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Freestone Capital Holdings held 19,952 shares of Citigroup worth $2.79M as of Q2 2026.
  • Freestone Capital Holdings sold 418 Citigroup shares in Q2 2026, an estimated $54.4K.
  • Citigroup made up 0.07% of Freestone Capital Holdings's portfolio in Q2 2026, its #170 holding.
  • Freestone Capital Holdings first reported a position in Citigroup in Q1 2015 and has held it in 46 quarters since.
  • Freestone Capital Holdings's Citigroup position peaked at $7.04M in Q3 2021.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.