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Innovative Asset Advisors Group’s Citigroup C Stock Holding History

Innovative Asset Advisors 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
Q2 		$331K Buy
2,366
+78
+3% +$10.2K 0.14% 123
2026
Q1 		$259K Buy
+2,288
New +$261K 0.15% 116

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Innovative Asset Advisors Group's C Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Citigroup (C) stake by 3.4% in Q2 2026, buying an estimated $10.2K and bringing the position to 2,366 shares worth $331K. The position accounts for 0.14% of the portfolio, ranked #123.

Innovative Asset Advisors Group first reported a position in C in Q1 2026 and has held it in 2 quarters since. 2,511 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Innovative Asset Advisors Group held 2,366 shares of Citigroup worth $331K as of Q2 2026.
  • Innovative Asset Advisors Group bought 78 Citigroup shares in Q2 2026, an estimated $10.2K.
  • Citigroup made up 0.14% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #123 holding.
  • Innovative Asset Advisors Group first reported a position in Citigroup in Q1 2026 and has held it in 2 quarters since.
  • 2,511 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.