HighTower Advisors’s Citigroup C Stock Holding History

HighTower 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
2025 Q2	–	Sell	-500	Closed	-$3.98K	–	3785
2025 Q1	$3.98K	Sell	500 -60,000	-99%	-$4.58M	﹤0.01%	3593
2024 Q4	$60.1K	Buy	+60,500	New	+$4.08M	﹤0.01%	3437
2024 Q2	–	Sell	-400	Closed	-$930	–	3716
2024 Q1	$930	Buy	+400	New	+$22.3K	﹤0.01%	3522
2022 Q3	–	Sell	-4,100	Closed	-$4K	–	3178
2022 Q2	$4K	Buy	4,100 +4,096	+102,400%	+$205K	﹤0.01%	3133
2022 Q1	$6K	Buy	+4	New	+$247	﹤0.01%	3251
2021 Q3	–	Sell	-400	Closed	-$16K	–	3210
2021 Q2	$16K	Buy	+400	New	+$29.6K	﹤0.01%	2965
2021 Q1	–	Sell	-6	Closed	-$15K	–	3069
2020 Q4	$15K	Sell	6 -394	-99%	-$20K	﹤0.01%	2497
2020 Q3	$9K	Sell	400 -200	-33%	-$9.96K	﹤0.01%	2431
2020 Q2	$18K	Buy	600 +500	+500%	+$23.7K	﹤0.01%	2273
2020 Q1	$2K	Buy	+100	New	+$6.71K	﹤0.01%	2169
2019 Q1	–	Sell	-3,500	Closed	-$10K	–	2306
2018 Q4	$10K	Hold	3,500	–	–	﹤0.01%	2121
2018 Q3	$10K	Sell	3,500 -9,500	-73%	-$672K	﹤0.01%	2201
2018 Q2	$8K	Buy	+13,000	New	+$895K	﹤0.01%	2150

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors's C Position: Q1 2026 in Review

HighTower Advisors increased its Citigroup (C) stake by 8.4% in Q1 2026, buying an estimated $3.04M and bringing the position to 342,463 shares worth $38.8M. The position accounts for 0.04% of the portfolio, ranked #422.

HighTower Advisors first reported a position in C in Q2 2013 and has held it in 52 quarters since. The position peaked at $48.5M in Q4 2022. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

HighTower Advisors held 342,463 shares of Citigroup worth $38.8M as of Q1 2026.
HighTower Advisors bought 26,670 Citigroup shares in Q1 2026, an estimated $3.04M.
Citigroup made up 0.04% of HighTower Advisors's portfolio in Q1 2026, its #422 holding.
HighTower Advisors first reported a position in Citigroup in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's Citigroup position peaked at $48.5M in Q4 2022.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.