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Insight Advisors’s Citigroup C Stock Holding History

Insight 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
2026
Q1 		$700K Sell
6,175
-121
-2% -$13.8K 0.13% 103
2025
Q4 		$735K Buy
6,296
+136
+2% +$14.1K 0.11% 121
2025
Q3 		$625K Sell
6,160
-10
-0.2% -$949 0.1% 136
2025
Q2 		$525K Sell
6,170
-500
-7% -$36.1K 0.08% 149
2025
Q1 		$473K Buy
6,670
+345
+5% +$26.3K 0.08% 156
2024
Q4 		$445K Buy
6,325
+116
+2% +$7.82K 0.08% 174
2024
Q3 		$389K Hold
6,209
– – 0.07% 195
2024
Q2 		$394K Sell
6,209
-187
-3% -$11.5K 0.07% 186
2024
Q1 		$404K Buy
6,396
+31
+0.5% +$1.73K 0.08% 188
2023
Q4 		$327K Sell
6,365
-368
-5% -$16.3K 0.07% 201
2023
Q3 		$277K Sell
6,733
-38,758
-85% -$1.7M 0.06% 216
2023
Q2 		$2.09M Sell
45,491
-79
-0.2% -$3.7K 0.47% 34
2023
Q1 		$2.14M Sell
45,570
-7,900
-15% -$388K 0.5% 33
2022
Q4 		$2.45M Buy
53,470
+46,488
+666% +$2.11M 0.86% 25
2022
Q3 		$291K Buy
6,982
+12
+0.2% +$593 0.11% 219
2022
Q2 		$357K Sell
6,970
-452
-6% -$22.6K 0.12% 205
2022
Q1 		$396K Sell
7,422
-268
-3% -$16.6K 0.12% 211
2021
Q4 		$464K Sell
7,690
-290
-4% -$19.3K 0.14% 179
2021
Q3 		$535K Buy
7,980
+233
+3% +$16.3K 0.16% 164
2021
Q2 		$525K Buy
7,747
+958
+14% +$70.9K 0.16% 159
2021
Q1 		$484K Sell
6,789
-87
-1% -$5.81K 0.15% 162
2020
Q4 		$424K Buy
+6,876
New +$350K 0.16% 165

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Insight Advisors's C Position: Q1 2026 in Review

Insight Advisors reduced its Citigroup (C) stake by 1.9% in Q1 2026, selling an estimated $13.8K and leaving 6,175 shares worth $700K. The position accounts for 0.13% of the portfolio, ranked #103.

Insight Advisors first reported a position in C in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.45M in Q4 2022. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Insight Advisors held 6,175 shares of Citigroup worth $700K as of Q1 2026.
  • Insight Advisors sold 121 Citigroup shares in Q1 2026, an estimated $13.8K.
  • Citigroup made up 0.13% of Insight Advisors's portfolio in Q1 2026, its #103 holding.
  • Insight Advisors first reported a position in Citigroup in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's Citigroup position peaked at $2.45M in Q4 2022.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.