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Jackson Grant Investment Advisers’s Citigroup C Stock Holding History

Jackson Grant Investment 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 		$111K Hold
794
– – 0.03% 157
2026
Q1 		$90K Hold
794
– – 0.03% 163
2025
Q4 		$92.7K Buy
794
+50
+7% +$5.19K 0.03% 164
2025
Q3 		$75.5K Buy
744
+400
+116% +$38K 0.03% 177
2025
Q2 		$29.3K Hold
344
– – 0.01% 212
2025
Q1 		$24.4K Hold
344
– – 0.01% 216
2024
Q4 		$24.2K Hold
344
– – 0.01% 217
2024
Q3 		$21.5K Hold
344
– – 0.01% 225
2024
Q2 		$21.8K Hold
344
– – 0.01% 224
2024
Q1 		$21.8K Hold
344
– – 0.01% 218
2023
Q4 		$17.7K Hold
344
– – 0.01% 226
2023
Q3 		$14.1K Hold
344
– – 0.01% 237
2023
Q2 		$15.8K Hold
344
– – 0.01% 236
2023
Q1 		$16.1K Hold
344
– – 0.01% 271
2022
Q4 		$15.6K Sell
344
-422
-55% -$19.2K 0.01% 272
2022
Q3 		$32K Hold
766
– – 0.02% 222
2022
Q2 		$35K Hold
766
– – 0.02% 222
2022
Q1 		$41K Hold
766
– – 0.02% 222
2021
Q4 		$46K Sell
766
-900
-54% -$59.8K 0.02% 173
2021
Q3 		$117K Hold
1,666
– – 0.05% 139
2021
Q2 		$118K Buy
1,666
+45
+3% +$3.33K 0.05% 139
2021
Q1 		$118K Buy
1,621
+721
+80% +$48.1K 0.05% 138
2020
Q4 		$55K Buy
+900
New +$45.7K 0.03% 175
2019
Q1 		– Sell
-13
Closed -$1K – 235
2018
Q4 		$1K Buy
+13
New +$823 ﹤0.01% 238
2016
Q1 		– Sell
-196
Closed -$10K – 166
2015
Q4 		$10K Buy
+196
New +$10.4K 0.01% 164

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Jackson Grant Investment Advisers's C Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Citigroup (C) position steady in Q2 2026 at 794 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #157.

Jackson Grant Investment Advisers first reported a position in C in Q4 2015 and has held it in 25 quarters since. The position peaked at $118K in Q2 2021. 1,169 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Jackson Grant Investment Advisers held 794 shares of Citigroup worth $111K as of Q2 2026.
  • Jackson Grant Investment Advisers left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.03% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #157 holding.
  • Jackson Grant Investment Advisers first reported a position in Citigroup in Q4 2015 and has held it in 25 quarters since.
  • Jackson Grant Investment Advisers's Citigroup position peaked at $118K in Q2 2021.
  • 1,169 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.