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 Q4	–	Sell	-1,000	Closed	-$1.58K	–	3701
2025 Q3	$1.58K	Buy	+1,000	New	+$94.9K	﹤0.01%	3760
2023 Q1	–	Sell	-104	Closed	-$3.9K	–	3438
2022 Q4	$3.9K	Buy	104 +63	+154%	+$2.86K	﹤0.01%	3235
2022 Q3	$3K	Buy	+41	New	+$2.03K	﹤0.01%	3076
2022 Q1	–	Sell	-3	Closed	-$8K	–	3435
2021 Q4	$8K	Sell	3 -297	-99%	-$19.7K	﹤0.01%	3165
2021 Q3	$15K	Buy	+300	New	+$21K	﹤0.01%	3016
2021 Q2	–	Sell	-15	Closed	-$22K	–	3181
2021 Q1	$22K	Buy	+15	New	+$1K	﹤0.01%	2894
2018 Q2	–	Sell	-40,000	Closed	-$5K	–	2255
2018 Q1	$5K	Hold	40,000	–	–	﹤0.01%	2117
2017 Q4	$3K	Buy	+40,000	New	+$2.96M	﹤0.01%	2220
2017 Q1	–	Sell	-1,000	Closed	-$1K	–	2090
2016 Q4	$1K	Buy	+1,000	New	+$54K	﹤0.01%	1912
2014 Q3	–	Sell	-15,000	Closed	-$1K	–	1548
2014 Q2	$1K	Hold	15,000	–	–	﹤0.01%	1594
2014 Q1	$2K	Sell	15,000 -200	-1%	-$9.96K	﹤0.01%	1555
2013 Q4	$4K	Buy	+15,200	New	+$769K	﹤0.01%	1521

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.