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Journey Advisory Group’s Citigroup C Stock Holding History

Journey 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 		$216K Buy
+1,541
New +$201K 0.02% 267
2025
Q3 		– Sell
-26,668
Closed -$2.27M – 272
2025
Q2 		$2.27M Sell
26,668
-486
-2% -$35.1K 0.18% 119
2025
Q1 		$1.93M Buy
+27,154
New +$2.07M 0.16% 115

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

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

Journey Advisory Group opened a new position in Citigroup (C) in Q2 2026: 1,541 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #267 among its holdings. This is a return to the name: Journey Advisory Group previously reported a position in C as recently as Q2 2025.

Journey Advisory Group first reported a position in C in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.27M in Q2 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Journey Advisory Group held 1,541 shares of Citigroup worth $216K as of Q2 2026.
  • Citigroup was a new Journey Advisory Group position in Q2 2026.
  • Citigroup made up 0.02% of Journey Advisory Group's portfolio in Q2 2026, its #267 holding.
  • Journey Advisory Group first reported a position in Citigroup in Q1 2025 and has held it in 3 quarters since.
  • Journey Advisory Group's Citigroup position peaked at $2.27M in Q2 2025.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.