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Integral Investment Advisors’s Citigroup C Stock Holding History

Integral Investment 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
Q2 		$216K Buy
+1,541
New +$201K 0.05% 175
2026
Q1 		– Sell
-4,513
Closed -$527K – 175
2025
Q4 		$527K Buy
4,513
+2,459
+120% +$255K 0.13% 103
2025
Q3 		$209K Buy
+2,054
New +$195K 0.06% 157

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
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

Integral Investment Advisors's C Position: Q2 2026 in Review

Integral Investment Advisors opened a new position in Citigroup (C) in Q2 2026: 1,541 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #175 among its holdings. This is a return to the name: Integral Investment Advisors previously reported a position in C as recently as Q4 2025.

Integral Investment Advisors first reported a position in C in Q3 2025 and has held it in 3 quarters since. The position peaked at $527K in Q4 2025. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Integral Investment Advisors held 1,541 shares of Citigroup worth $216K as of Q2 2026.
  • Citigroup was a new Integral Investment Advisors position in Q2 2026.
  • Citigroup made up 0.05% of Integral Investment Advisors's portfolio in Q2 2026, its #175 holding.
  • Integral Investment Advisors first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
  • Integral Investment Advisors's Citigroup position peaked at $527K in Q4 2025.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.