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Gladstone Institutional Advisory’s Citigroup C Stock Holding History

Gladstone Institutional Advisory’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 		$3.23M Buy
23,057
+78
+0.3% +$10.2K 0.1% 207
2026
Q1 		$2.61M Sell
22,979
-4,374
-16% -$498K 0.1% 219
2025
Q4 		$3.19M Buy
27,353
+1,082
+4% +$112K 0.12% 180
2025
Q3 		$2.67M Buy
26,271
+4,915
+23% +$466K 0.1% 201
2025
Q2 		$1.82M Sell
21,356
-10,647
-33% -$770K 0.08% 252
2025
Q1 		$2.27M Buy
32,003
+18,620
+139% +$1.42M 0.11% 206
2024
Q4 		$942K Sell
13,383
-254
-2% -$17.1K 0.04% 337
2024
Q3 		$854K Buy
13,637
+1,984
+17% +$123K 0.04% 347
2024
Q2 		$740K Buy
11,653
+190
+2% +$11.7K 0.04% 351
2024
Q1 		$725K Sell
11,463
-1,221
-10% -$67.9K 0.04% 340
2023
Q4 		$652K Buy
12,684
+2,388
+23% +$106K 0.04% 362
2023
Q3 		$423K Buy
10,296
+55
+0.5% +$2.41K 0.03% 416
2023
Q2 		$471K Sell
10,241
-1,118
-10% -$52.4K 0.03% 406
2023
Q1 		$533K Sell
11,359
-2,766
-20% -$136K 0.03% 387
2022
Q4 		$639K Sell
14,125
-1,006
-7% -$45.7K 0.05% 352
2022
Q3 		$631K Buy
15,131
+49
+0.3% +$2.42K 0.05% 346
2022
Q2 		$694K Sell
15,082
-2,330
-13% -$117K 0.05% 342
2022
Q1 		$930K Buy
17,412
+3,969
+30% +$245K 0.06% 306
2021
Q4 		$812K Buy
13,443
+3,104
+30% +$206K 0.06% 297
2021
Q3 		$726K Buy
10,339
+3,725
+56% +$260K 0.07% 263
2021
Q2 		$468K Buy
6,614
+3,159
+91% +$234K 0.06% 309
2021
Q1 		$251K Buy
+3,455
New +$231K 0.04% 351

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

Gladstone Institutional Advisory's C Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Citigroup (C) stake by 0.34% in Q2 2026, buying an estimated $10.2K and bringing the position to 23,057 shares worth $3.23M. The position accounts for 0.1% of the portfolio, ranked #207.

Gladstone Institutional Advisory first reported a position in C in Q1 2021 and has held it in 22 quarters since. 2,640 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Gladstone Institutional Advisory held 23,057 shares of Citigroup worth $3.23M as of Q2 2026.
  • Gladstone Institutional Advisory bought 78 Citigroup shares in Q2 2026, an estimated $10.2K.
  • Citigroup made up 0.1% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #207 holding.
  • Gladstone Institutional Advisory first reported a position in Citigroup in Q1 2021 and has held it in 22 quarters since.
  • 2,640 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.