Insigneo Advisory Services’s Citigroup C Stock Holding History

Insigneo Advisory Services’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	$2.92M	Buy	25,751 +1,927	+8%	+$219K	0.21%	87
2025 Q4	$2.78M	Sell	23,824 -4,711	-17%	-$489K	0.2%	95
2025 Q3	$2.9M	Buy	28,535 +873	+3%	+$82.8K	0.2%	89
2025 Q2	$2.35M	Sell	27,662 -271	-1%	-$19.6K	0.2%	95
2025 Q1	$1.98M	Buy	27,933 +824	+3%	+$62.8K	0.2%	99
2024 Q4	$1.91M	Sell	27,109 -7,398	-21%	-$499K	0.2%	94
2024 Q3	$2.16M	Buy	34,507 +193	+0.6%	+$11.9K	0.22%	98
2024 Q2	$1.93M	Sell	34,314 -5,712	-14%	-$352K	0.22%	92
2024 Q1	$2.53M	Buy	40,026 +3,487	+10%	+$194K	0.3%	64
2023 Q4	$1.88M	Buy	36,539 +61	+0.2%	+$2.7K	0.26%	80
2023 Q3	$1.5M	Sell	36,478 -59,469	-62%	-$2.61M	0.31%	65
2023 Q2	$1.58M	Buy	95,947 +76,198	+386%	+$3.57M	0.3%	66
2023 Q1	$923K	Buy	19,749 +1,834	+10%	+$90K	0.29%	69
2022 Q4	$810K	Buy	+17,915	New	+$814K	0.31%	69

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

Insigneo Advisory Services's C Position: Q1 2026 in Review

Insigneo Advisory Services increased its Citigroup (C) stake by 8.1% in Q1 2026, buying an estimated $219K and bringing the position to 25,751 shares worth $2.92M. The position accounts for 0.21% of the portfolio, ranked #87.

Insigneo Advisory Services first reported a position in C in Q4 2022 and has held it in 14 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Insigneo Advisory Services held 25,751 shares of Citigroup worth $2.92M as of Q1 2026.
Insigneo Advisory Services bought 1,927 Citigroup shares in Q1 2026, an estimated $219K.
Citigroup made up 0.21% of Insigneo Advisory Services's portfolio in Q1 2026, its #87 holding.
Insigneo Advisory Services first reported a position in Citigroup in Q4 2022 and has held it in 14 quarters since.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.