GJIA
C icon

Glass Jacobson Investment Advisors’s Citigroup C Stock Holding History

Glass Jacobson Investment 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 		$2.24K Hold
16
– – ﹤0.01% 541
2026
Q1 		$1.81K Hold
16
– – ﹤0.01% 543
2025
Q4 		$1.87K Hold
16
– – ﹤0.01% 535
2025
Q3 		$1.62K Hold
16
– – ﹤0.01% 535
2025
Q2 		$1.36K Sell
16
-312
-95% -$22.6K ﹤0.01% 517
2025
Q1 		$23.1K Hold
328
– – 0.01% 487
2024
Q4 		$23.1K Hold
328
– – 0.01% 487
2024
Q3 		$20.5K Hold
328
– – 0.01% 490
2024
Q2 		$20.8K Hold
328
– – 0.01% 470
2024
Q1 		$20.7K Hold
328
– – 0.01% 473
2023
Q4 		$16.9K Sell
328
-33
-9% -$1.46K 0.01% 466
2023
Q3 		$14.8K Sell
361
-8
-2% -$351 0.01% 455
2023
Q2 		$17K Buy
+369
New +$17.3K 0.01% 445
2022
Q4 		$16.7K Buy
+369
New +$16.8K 0.01% 449

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

Glass Jacobson Investment Advisors's C Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Citigroup (C) position steady in Q2 2026 at 16 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Glass Jacobson Investment Advisors first reported a position in C in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.1K in Q1 2025. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Glass Jacobson Investment Advisors held 16 shares of Citigroup worth $2.24K as of Q2 2026.
  • Glass Jacobson Investment Advisors left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #541 holding.
  • Glass Jacobson Investment Advisors first reported a position in Citigroup in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Citigroup position peaked at $23.1K in Q1 2025.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.