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Legacy Advisors’s Citigroup C Stock Holding History

Legacy Advisors’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 		$292K Buy
+2,087
New +$272K 0.03% 245
2025
Q1 		$700K Buy
9,865
+446
+5% +$34K 0.07% 209
2024
Q4 		$663K Buy
9,419
+5,456
+138% +$368K 0.06% 222
2024
Q3 		$248K Buy
3,963
+76
+2% +$4.7K 0.03% 329
2024
Q2 		$247K Buy
3,887
+374
+11% +$23.1K 0.03% 282
2024
Q1 		$222K Buy
+3,513
New +$195K 0.03% 287
2023
Q3 		– Sell
-6,974
Closed -$321K – 283
2023
Q2 		$321K Sell
6,974
-204
-3% -$9.55K 0.05% 214
2023
Q1 		$337K Buy
+7,178
New +$352K 0.06% 190
2020
Q1 		– Sell
-5,200
Closed -$415K – 99
2019
Q4 		$415K Buy
+5,200
New +$384K 0.26% 76
2019
Q3 		– Sell
-235
Closed -$16K – 143
2019
Q2 		$16K Sell
235
-147
-38% -$9.84K 0.01% 271
2019
Q1 		$24K Sell
382
-5,604
-94% -$348K 0.01% 262
2018
Q4 		$312K Sell
5,986
-82
-1% -$5.19K 0.24% 86
2018
Q3 		$435K Buy
6,068
+4,350
+253% +$308K 0.21% 96
2018
Q2 		$115K Buy
1,718
+1,336
+350% +$92K 0.09% 128
2018
Q1 		$27K Buy
382
+100
+35% +$7.52K 0.02% 191
2017
Q4 		$20K Hold
282
– – 0.02% 190
2017
Q3 		$20K Buy
282
+12
+4% +$819 0.02% 162
2017
Q2 		$18K Buy
+270
New +$16.6K 0.02% 138

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

Legacy Advisors's C Position: Q2 2026 in Review

Legacy Advisors opened a new position in Citigroup (C) in Q2 2026: 2,087 shares worth $292K. The stake represents 0.03% of the portfolio and ranks #245 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in C as recently as Q1 2025.

Legacy Advisors first reported a position in C in Q2 2017 and has held it in 18 quarters since. The position peaked at $700K in Q1 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Legacy Advisors held 2,087 shares of Citigroup worth $292K as of Q2 2026.
  • Citigroup was a new Legacy Advisors position in Q2 2026.
  • Citigroup made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #245 holding.
  • Legacy Advisors first reported a position in Citigroup in Q2 2017 and has held it in 18 quarters since.
  • Legacy Advisors's Citigroup position peaked at $700K in Q1 2025.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.