Investmark Advisory Group’s Citigroup C Stock Holding History

Investmark Advisory Group’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	$336K	Buy	2,400 +12	+0.5%	+$1.56K	0.13%	109
2026 Q1	$271K	Buy	2,388 +12	+0.5%	+$1.37K	0.12%	113
2025 Q4	$277K	Buy	2,376 +14	+0.6%	+$1.45K	0.12%	112
2025 Q3	$240K	Buy	+2,362	New	+$224K	0.1%	123
2024 Q2	–	Sell	-3,623	Closed	-$229K	–	116
2024 Q1	$229K	Buy	+3,623	New	+$202K	0.13%	106
2023 Q2	–	Sell	-7,055	Closed	-$331K	–	106
2023 Q1	$331K	Buy	+7,055	New	+$346K	0.24%	72
2022 Q4	–	Sell	-7,528	Closed	-$313K	–	108
2022 Q3	$313K	Buy	7,528 +329	+5%	+$16.3K	0.28%	64
2022 Q2	$331K	Buy	7,199 +61	+0.9%	+$3.05K	0.33%	49
2022 Q1	$381K	Buy	7,138 +50	+0.7%	+$3.09K	0.39%	48
2021 Q4	$428K	Buy	+7,088	New	+$471K	0.4%	42

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Investmark Advisory Group's C Position: Q2 2026 in Review

Investmark Advisory Group increased its Citigroup (C) stake by 0.5% in Q2 2026, buying an estimated $1.56K and bringing the position to 2,400 shares worth $336K. The position accounts for 0.13% of the portfolio, ranked #109.

Investmark Advisory Group first reported a position in C in Q4 2021 and has held it in 10 quarters since. The position peaked at $428K in Q4 2021. 2,639 funds tracked by Wall St. Rank hold C as of Q2 2026.

Investmark Advisory Group held 2,400 shares of Citigroup worth $336K as of Q2 2026.
Investmark Advisory Group bought 12 Citigroup shares in Q2 2026, an estimated $1.56K.
Citigroup made up 0.13% of Investmark Advisory Group's portfolio in Q2 2026, its #109 holding.
Investmark Advisory Group first reported a position in Citigroup in Q4 2021 and has held it in 10 quarters since.
Investmark Advisory Group's Citigroup position peaked at $428K in Q4 2021.
2,639 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.