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Legacy Bridge’s Citigroup C Stock Holding History

Legacy Bridge’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 		$1.83M Sell
13,064
-230
-2% -$29.9K 0.56% 58
2026
Q1 		$1.51M Buy
13,294
+12,813
+2,664% +$1.46M 0.58% 63
2025
Q4 		$56.1K Buy
+481
New +$50K 0.02% 188
2023
Q4 		– Sell
-14,518
Closed -$597K – 294
2023
Q3 		$597K Sell
14,518
-555
-4% -$24.4K 0.43% 91
2023
Q2 		$694K Sell
15,073
-2,100
-12% -$98.4K 0.46% 86
2023
Q1 		$805K Sell
17,173
-330
-2% -$16.2K 0.56% 77
2022
Q4 		$792K Sell
17,503
-465
-3% -$21.1K 0.56% 70
2022
Q3 		$749K Hold
17,968
– – 0.6% 69
2022
Q2 		$826K Sell
17,968
-175
-1% -$8.75K 0.61% 70
2022
Q1 		$969K Sell
18,143
-635
-3% -$39.2K 0.57% 79
2021
Q4 		$1.13M Hold
18,778
– – 0.59% 71
2021
Q3 		$1.32M Buy
18,778
+77
+0.4% +$5.38K 0.76% 44
2021
Q2 		$1.32M Hold
18,701
– – 0.75% 44
2021
Q1 		$1.36M Buy
18,701
+12,135
+185% +$810K 0.88% 33
2020
Q4 		$405K Sell
6,566
-4,494
-41% -$228K 0.29% 108
2020
Q3 		$477K Sell
11,060
-75
-0.7% -$3.74K 0.44% 81
2020
Q2 		$569K Buy
11,135
+155
+1% +$7.35K 0.63% 58
2020
Q1 		$462K Sell
10,980
-1,305
-11% -$87.6K 0.58% 60
2019
Q4 		$981K Buy
12,285
+125
+1% +$9.24K 0.81% 37
2019
Q3 		$840K Sell
12,160
-200
-2% -$13.6K 0.8% 38
2019
Q2 		$866K Hold
12,360
– – 0.84% 34
2019
Q1 		$769K Hold
12,360
– – 0.79% 36
2018
Q4 		$643K Buy
+12,360
New +$783K 0.8% 38

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 Bridge's C Position: Q2 2026 in Review

Legacy Bridge reduced its Citigroup (C) stake by 1.7% in Q2 2026, selling an estimated $29.9K and leaving 13,064 shares worth $1.83M. The position accounts for 0.56% of the portfolio, ranked #58.

Legacy Bridge first reported a position in C in Q4 2018 and has held it in 23 quarters since. 2,639 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Legacy Bridge held 13,064 shares of Citigroup worth $1.83M as of Q2 2026.
  • Legacy Bridge sold 230 Citigroup shares in Q2 2026, an estimated $29.9K.
  • Citigroup made up 0.56% of Legacy Bridge's portfolio in Q2 2026, its #58 holding.
  • Legacy Bridge first reported a position in Citigroup in Q4 2018 and has held it in 23 quarters since.
  • 2,639 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.