Global Assets Advisory’s Citigroup C Stock Holding History

Global Assets 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	$443K	Buy	3,170 +525	+20%	+$68.3K	0.1%	212
2026 Q1	$300K	Buy	2,645 +248	+10%	+$28.2K	0.09%	174
2025 Q4	$280K	Buy	2,397 +113	+5%	+$11.7K	0.08%	228
2025 Q3	$232K	Buy	+2,284	New	+$217K	0.07%	245
2025 Q2	–	Sell	-4,756	Closed	-$307K	–	228
2025 Q1	$307K	Buy	+4,756	New	+$363K	0.06%	213
2024 Q2	–	Sell	-32,795	Closed	-$517K	–	117
2024 Q1	$517K	Buy	+32,795	New	+$1.82M	0.02%	316

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

Global Assets Advisory's C Position: Q2 2026 in Review

Global Assets Advisory increased its Citigroup (C) stake by 20% in Q2 2026, buying an estimated $68.3K and bringing the position to 3,170 shares worth $443K. The position accounts for 0.1% of the portfolio, ranked #212.

Global Assets Advisory first reported a position in C in Q1 2024 and has held it in 6 quarters since. The position peaked at $517K in Q1 2024. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Global Assets Advisory held 3,170 shares of Citigroup worth $443K as of Q2 2026.
Global Assets Advisory bought 525 Citigroup shares in Q2 2026, an estimated $68.3K.
Citigroup made up 0.1% of Global Assets Advisory's portfolio in Q2 2026, its #212 holding.
Global Assets Advisory first reported a position in Citigroup in Q1 2024 and has held it in 6 quarters since.
Global Assets Advisory's Citigroup position peaked at $517K in Q1 2024.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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