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INVST’s Citigroup C Stock Holding History

INVST’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 		$1.34M Buy
9,601
+80
+0.8% +$10.4K 0.13% 122
2026
Q1 		$1.08M Buy
+9,521
New +$1.08M 0.12% 137
2024
Q1 		– Sell
-14,255
Closed -$775K – 251
2023
Q4 		$775K Sell
14,255
-857
-6% -$37.9K 0.1% 121
2023
Q3 		$622K Sell
15,112
-2,085
-12% -$91.5K 0.09% 132
2023
Q2 		$792K Sell
17,197
-840
-5% -$39.3K 0.11% 104
2023
Q1 		$848K Buy
+18,037
New +$885K 0.13% 91
2020
Q1 		– Sell
-3,116
Closed -$249K – 109
2019
Q4 		$249K Buy
3,116
+88
+3% +$6.5K 0.09% 73
2019
Q3 		$206K Buy
3,028
+71
+2% +$4.83K 0.09% 74
2019
Q2 		$209K Buy
+2,957
New +$198K 0.11% 60

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

INVST's C Position: Q2 2026 in Review

INVST increased its Citigroup (C) stake by 0.84% in Q2 2026, buying an estimated $10.4K and bringing the position to 9,601 shares worth $1.34M. The position accounts for 0.13% of the portfolio, ranked #122.

INVST first reported a position in C in Q2 2019 and has held it in 9 quarters since. 2,628 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • INVST held 9,601 shares of Citigroup worth $1.34M as of Q2 2026.
  • INVST bought 80 Citigroup shares in Q2 2026, an estimated $10.4K.
  • Citigroup made up 0.13% of INVST's portfolio in Q2 2026, its #122 holding.
  • INVST first reported a position in Citigroup in Q2 2019 and has held it in 9 quarters since.
  • 2,628 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.