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Klingman & Associates’s Citigroup C Stock Holding History

Klingman & 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 		$2.68M Buy
19,135
+151
+0.8% +$19.7K 0.11% 77
2026
Q1 		$2.15M Buy
18,984
+272
+1% +$31K 0.1% 81
2025
Q4 		$2.18M Sell
18,712
-304
-2% -$31.6K 0.11% 83
2025
Q3 		$1.93M Buy
19,016
+740
+4% +$70.2K 0.1% 86
2025
Q2 		$1.56M Buy
18,276
+14,634
+402% +$1.06M 0.09% 90
2025
Q1 		$259K Sell
3,642
-237
-6% -$18.1K 0.02% 235
2024
Q4 		$273K Buy
3,879
+684
+21% +$46.1K 0.02% 213
2024
Q3 		$200K Sell
3,195
-46
-1% -$2.85K 0.01% 260
2024
Q2 		$206K Buy
+3,241
New +$200K 0.01% 238
2017
Q2 		– Sell
-3,897
Closed -$233K – 96
2017
Q1 		$233K Sell
3,897
-1,236
-24% -$73.1K 0.06% 87
2016
Q4 		$305K Sell
5,133
-659
-11% -$35.6K 0.09% 75
2016
Q3 		$274K Hold
5,792
– – 0.08% 80
2016
Q2 		$246K Sell
5,792
-5
-0.1% -$221 0.08% 82
2016
Q1 		$242K Hold
5,797
– – 0.09% 83
2015
Q4 		$300K Hold
5,797
– – 0.11% 84
2015
Q3 		$287K Hold
5,797
– – 0.11% 85
2015
Q2 		$320K Hold
5,797
– – 0.13% 70
2015
Q1 		$299K Sell
5,797
-370
-6% -$18.8K 0.12% 71
2014
Q4 		$333K Buy
+6,167
New +$327K 0.14% 67

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

Klingman & Associates's C Position: Q2 2026 in Review

Klingman & Associates increased its Citigroup (C) stake by 0.8% in Q2 2026, buying an estimated $19.7K and bringing the position to 19,135 shares worth $2.68M. The position accounts for 0.11% of the portfolio, ranked #77.

Klingman & Associates first reported a position in C in Q4 2014 and has held it in 19 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Klingman & Associates held 19,135 shares of Citigroup worth $2.68M as of Q2 2026.
  • Klingman & Associates bought 151 Citigroup shares in Q2 2026, an estimated $19.7K.
  • Citigroup made up 0.11% of Klingman & Associates's portfolio in Q2 2026, its #77 holding.
  • Klingman & Associates first reported a position in Citigroup in Q4 2014 and has held it in 19 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.