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Intellectus Partners’s Citigroup C Stock Holding History

Intellectus Partners’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
2017
Q3 		– Sell
-2,000
Closed -$25K – 775
2017
Q2 		$25K Buy
2,000
+100
+5% +$6.13K 0.01% 476
2017
Q1 		$10K Buy
+1,900
New +$112K 0.01% 529

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

Intellectus Partners's C Position: Q2 2026 in Review

Intellectus Partners held its Citigroup (C) position steady in Q2 2026 at 9,511 shares worth $1.33M. The position accounts for 0.23% of the portfolio, ranked #114.

Intellectus Partners first reported a position in C in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.73M in Q3 2018. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Intellectus Partners held 9,511 shares of Citigroup worth $1.33M as of Q2 2026.
  • Intellectus Partners left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.23% of Intellectus Partners's portfolio in Q2 2026, its #114 holding.
  • Intellectus Partners first reported a position in Citigroup in Q4 2016 and has held it in 39 quarters since.
  • Intellectus Partners's Citigroup position peaked at $2.73M in Q3 2018.
  • 2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.