JPLA
C icon

Joseph P. Lucia & Associates’s Citigroup C Stock Holding History

Joseph P. Lucia & Associates’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 		$303K Buy
2,168
+3
+0.1% +$391 0.09% 150
2026
Q1 		$246K Buy
+2,165
New +$247K 0.09% 150
2022
Q3 		– Sell
-744
Closed -$34K – 145
2022
Q2 		$34K Hold
744
– – 0.02% 209
2022
Q1 		$40K Buy
+744
New +$46K 0.02% 206
2021
Q4 		– Sell
-849
Closed -$60K – 184
2021
Q3 		$60K Sell
849
-19
-2% -$1.33K 0.04% 204
2021
Q2 		$61K Sell
868
-32
-4% -$2.37K 0.04% 206
2021
Q1 		$65K Sell
900
-21
-2% -$1.4K 0.03% 188
2020
Q4 		$57K Buy
+921
New +$46.8K 0.04% 177
2020
Q3 		– Sell
-1,478
Closed -$76K – 132
2020
Q2 		$76K Buy
1,478
+1
+0.1% +$47 0.07% 154
2020
Q1 		$62K Buy
1,477
+14
+1% +$940 0.07% 151
2019
Q4 		$117K Sell
1,463
-49
-3% -$3.62K 0.11% 122
2019
Q3 		$104K Sell
1,512
-109
-7% -$7.41K 0.11% 125
2019
Q2 		$114K Sell
1,621
-99,723
-98% -$6.67M 0.12% 114
2019
Q1 		$1.53K Buy
+101,344
New +$6.29M 0.11% 97

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

Joseph P. Lucia & Associates's C Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Citigroup (C) stake by 0.14% in Q2 2026, buying an estimated $391 and bringing the position to 2,168 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #150.

Joseph P. Lucia & Associates first reported a position in C in Q1 2019 and has held it in 14 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Joseph P. Lucia & Associates held 2,168 shares of Citigroup worth $303K as of Q2 2026.
  • Joseph P. Lucia & Associates bought 3 Citigroup shares in Q2 2026, an estimated $391.
  • Citigroup made up 0.09% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #150 holding.
  • Joseph P. Lucia & Associates first reported a position in Citigroup in Q1 2019 and has held it in 14 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.