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Goldstein Advisors’s Citigroup C Stock Holding History

Goldstein 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 		$586K Buy
4,184
+1,371
+49% +$178K 0.05% 117
2026
Q1 		$319K Buy
2,813
+178
+7% +$20.3K 0.04% 144
2025
Q4 		$307K Sell
2,635
-13
-0.5% -$1.35K 0.04% 144
2025
Q3 		$269K Buy
2,648
+135
+5% +$12.8K 0.03% 159
2025
Q2 		$214K Sell
2,513
-2,040
-45% -$147K 0.03% 177
2025
Q1 		$323K Buy
+4,553
New +$347K 0.05% 131

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

Goldstein Advisors's C Position: Q2 2026 in Review

Goldstein Advisors increased its Citigroup (C) stake by 49% in Q2 2026, buying an estimated $178K and bringing the position to 4,184 shares worth $586K. The position accounts for 0.05% of the portfolio, ranked #117.

Goldstein Advisors first reported a position in C in Q1 2025 and has held it in 6 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Goldstein Advisors held 4,184 shares of Citigroup worth $586K as of Q2 2026.
  • Goldstein Advisors bought 1,371 Citigroup shares in Q2 2026, an estimated $178K.
  • Citigroup made up 0.05% of Goldstein Advisors's portfolio in Q2 2026, its #117 holding.
  • Goldstein Advisors first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.