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Harbor Investment Advisory’s Citigroup C Stock Holding History

Harbor Investment 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 		$896K Buy
6,401
+245
+4% +$31.9K 0.06% 224
2026
Q1 		$698K Sell
6,156
-856
-12% -$97.5K 0.05% 241
2025
Q4 		$818K Buy
7,012
+4,216
+151% +$438K 0.06% 224
2025
Q3 		$284K Buy
2,796
+54
+2% +$5.12K 0.02% 346
2025
Q2 		$233K Sell
2,742
-185
-6% -$13.4K 0.02% 348
2025
Q1 		$208K Buy
2,927
+834
+40% +$63.6K 0.02% 365
2024
Q4 		$147K Buy
2,093
+122
+6% +$8.22K 0.01% 391
2024
Q3 		$123K Sell
1,971
-220
-10% -$13.6K 0.01% 412
2024
Q2 		$139K Buy
2,191
+1,049
+92% +$64.7K 0.01% 385
2024
Q1 		$72.2K Hold
1,142
– – 0.01% 512
2023
Q4 		$58.7K Buy
1,142
+11
+1% +$487 0.01% 539
2023
Q3 		$46.5K Sell
1,131
-1,324
-54% -$58.1K 0.01% 558
2023
Q2 		$113K Sell
2,455
-182
-7% -$8.52K 0.02% 465
2023
Q1 		$124K Sell
2,637
-49
-2% -$2.4K 0.02% 444
2022
Q4 		$121K Sell
2,686
-698
-21% -$31.7K 0.02% 445
2022
Q3 		$141K Sell
3,384
-247
-7% -$12.2K 0.02% 393
2022
Q2 		$167K Sell
3,631
-493
-12% -$24.7K 0.03% 367
2022
Q1 		$220K Sell
4,124
-5,512
-57% -$340K 0.03% 354
2021
Q4 		$582K Sell
9,636
-280
-3% -$18.6K 0.07% 202
2021
Q3 		$696K Buy
9,916
+1,309
+15% +$91.5K 0.09% 179
2021
Q2 		$609K Buy
8,607
+4,603
+115% +$341K 0.08% 204
2021
Q1 		$291K Buy
4,004
+1,090
+37% +$72.8K 0.04% 277
2020
Q4 		$180K Buy
2,914
+1,604
+122% +$81.5K 0.03% 332
2020
Q3 		$56K Sell
1,310
-4,198
-76% -$209K 0.01% 474
2020
Q2 		$281K Buy
5,508
+135
+3% +$6.41K 0.06% 217
2020
Q1 		$226K Buy
5,373
+1,650
+44% +$111K 0.06% 213
2019
Q4 		$297K Buy
+3,723
New +$275K 0.07% 205

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Harbor Investment Advisory's C Position: Q2 2026 in Review

Harbor Investment Advisory increased its Citigroup (C) stake by 4% in Q2 2026, buying an estimated $31.9K and bringing the position to 6,401 shares worth $896K. The position accounts for 0.06% of the portfolio, ranked #224.

Harbor Investment Advisory first reported a position in C in Q4 2019 and has held it in 27 quarters since. 959 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Harbor Investment Advisory held 6,401 shares of Citigroup worth $896K as of Q2 2026.
  • Harbor Investment Advisory bought 245 Citigroup shares in Q2 2026, an estimated $31.9K.
  • Citigroup made up 0.06% of Harbor Investment Advisory's portfolio in Q2 2026, its #224 holding.
  • Harbor Investment Advisory first reported a position in Citigroup in Q4 2019 and has held it in 27 quarters since.
  • 959 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.