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Investment Research & Advisory Group’s Citigroup C Stock Holding History

Investment Research & 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 		$167K Buy
1,142
+5
+0.4% +$651 0.05% 84
2026
Q1 		$135K Buy
1,137
+6
+0.5% +$683 0.05% 85
2025
Q4 		$137K Buy
1,131
+7
+0.6% +$727 0.05% 83
2025
Q3 		$118K Buy
1,124
+16
+1% +$1.52K 0.04% 86
2025
Q2 		$94.3K Hold
1,108
– – 0.04% 88
2025
Q1 		$78.7K Hold
1,108
– – 0.03% 101
2024
Q4 		$78K Hold
1,108
– – 0.03% 96
2024
Q3 		$69.4K Hold
1,108
– – 0.03% 90
2024
Q2 		$70.3K Hold
1,108
– – 0.03% 89
2024
Q1 		$70.1K Hold
1,108
– – 0.03% 90
2023
Q4 		$57K Hold
1,108
– – 0.03% 94
2023
Q3 		$45.6K Hold
1,108
– – 0.03% 98
2023
Q2 		$51K Hold
1,108
– – 0.03% 102
2023
Q1 		$52K Sell
1,108
-10
-0.9% -$491 0.03% 93
2022
Q4 		$50.6K Sell
1,118
-150
-12% -$6.81K 0.03% 94
2022
Q3 		$53K Hold
1,268
– – 0.04% 92
2022
Q2 		$58K Hold
1,268
– – 0.04% 91
2022
Q1 		$68K Hold
1,268
– – 0.04% 99
2021
Q4 		$77K Buy
1,268
+702
+124% +$46.7K 0.05% 98
2021
Q3 		$40K Sell
566
-65
-10% -$4.54K 0.03% 105
2021
Q2 		$45K Buy
631
+81
+15% +$5.99K 0.03% 114
2021
Q1 		$40K Hold
550
– – 0.03% 106
2020
Q4 		$34K Hold
550
– – 0.03% 108
2020
Q3 		$24K Hold
550
– – 0.02% 112
2020
Q2 		$28K Hold
550
– – 0.03% 106
2020
Q1 		$23K Hold
550
– – 0.02% 106
2019
Q4 		$44K Buy
+550
New +$40.6K 0.04% 106

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Investment Research & Advisory Group's C Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Citigroup (C) stake by 0.44% in Q2 2026, buying an estimated $651 and bringing the position to 1,142 shares worth $167K. The position accounts for 0.05% of the portfolio, ranked #84.

Investment Research & Advisory Group first reported a position in C in Q4 2019 and has held it in 27 quarters since. 1,054 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Investment Research & Advisory Group held 1,142 shares of Citigroup worth $167K as of Q2 2026.
  • Investment Research & Advisory Group bought 5 Citigroup shares in Q2 2026, an estimated $651.
  • Citigroup made up 0.05% of Investment Research & Advisory Group's portfolio in Q2 2026, its #84 holding.
  • Investment Research & Advisory Group first reported a position in Citigroup in Q4 2019 and has held it in 27 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.