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Innovative Advisory Group’s Citigroup C Stock Holding History

Innovative Advisory Group’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
Q1 		– Sell
-600
Closed -$70K – 68
2025
Q4 		$70K Hold
600
– – 0.04% 61
2025
Q3 		$60.9K Hold
600
– – 0.04% 66
2025
Q2 		$51.1K Hold
600
– – 0.04% 67
2025
Q1 		$42.6K Hold
600
– – 0.04% 64
2024
Q4 		$42.2K Buy
+600
New +$40.4K 0.04% 68

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Innovative Advisory Group's C Position: Q1 2026 in Review

Innovative Advisory Group sold out of Citigroup (C) in Q1 2026, closing a stake of 600 shares — an estimated $70K sold.

Innovative Advisory Group first reported a position in C in Q4 2024 and held it in 5 quarters. The position peaked at $70K in Q4 2025. 2,477 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Innovative Advisory Group reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group sold 600 Citigroup shares in Q1 2026, an estimated $70K.
  • Innovative Advisory Group first reported a position in Citigroup in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group's Citigroup position peaked at $70K in Q4 2025.
  • 2,477 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Innovative Advisory Group's 13F filing for Q1 2026, filed 22 Sep 2026.