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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
2022
Q4 		– Sell
-500
Closed -$2K – 318
2022
Q3 		$2K Buy
+500
New +$24.7K ﹤0.01% 284

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.