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Intelligence Driven Advisers’s Citigroup C Stock Holding History

Intelligence Driven Advisers’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 		$607K Buy
4,339
+1,126
+35% +$147K 0.1% 68
2026
Q1 		$364K Sell
3,213
-2,340
-42% -$266K 0.06% 83
2025
Q4 		$648K Sell
5,553
-120
-2% -$12.5K 0.09% 64
2025
Q3 		$576K Buy
5,673
+1
+0% +$95 0.08% 65
2025
Q2 		$483K Buy
5,672
+1,865
+49% +$135K 0.07% 66
2025
Q1 		$270K Sell
3,807
-973
-20% -$74.2K 0.05% 75
2024
Q4 		$336K Sell
4,780
-775
-14% -$52.2K 0.06% 69
2024
Q3 		$348K Sell
5,555
-280
-5% -$17.3K 0.05% 77
2024
Q2 		$370K Sell
5,835
-95
-2% -$5.86K 0.05% 74
2024
Q1 		$375K Sell
5,930
-67
-1% -$3.73K 0.06% 61
2023
Q4 		$337K Buy
+5,997
New +$265K 0.05% 63

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

Intelligence Driven Advisers's C Position: Q2 2026 in Review

Intelligence Driven Advisers increased its Citigroup (C) stake by 35% in Q2 2026, buying an estimated $147K and bringing the position to 4,339 shares worth $607K. The position accounts for 0.1% of the portfolio, ranked #68.

Intelligence Driven Advisers first reported a position in C in Q4 2023 and has held it in 11 quarters since. The position peaked at $648K in Q4 2025. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Intelligence Driven Advisers held 4,339 shares of Citigroup worth $607K as of Q2 2026.
  • Intelligence Driven Advisers bought 1,126 Citigroup shares in Q2 2026, an estimated $147K.
  • Citigroup made up 0.1% of Intelligence Driven Advisers's portfolio in Q2 2026, its #68 holding.
  • Intelligence Driven Advisers first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • Intelligence Driven Advisers's Citigroup position peaked at $648K in Q4 2025.
  • 2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.