LCGC
C icon

Legacy Capital Group California’s Citigroup C Stock Holding History

Legacy Capital Group California’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 		$2.24M Sell
15,985
-4,107
-20% -$535K 0.67% 22
2026
Q1 		$2.28M Sell
20,092
-5,267
-21% -$600K 0.87% 14
2025
Q4 		$2.96M Buy
25,359
+218
+0.9% +$22.6K 0.72% 21
2025
Q3 		$2.55M Buy
25,141
+42
+0.2% +$3.98K 0.65% 24
2025
Q2 		$2.14M Sell
25,099
-687
-3% -$49.7K 0.59% 26
2025
Q1 		$1.83M Buy
25,786
+10,213
+66% +$779K 0.64% 24
2024
Q4 		$1.1M Sell
15,573
-106
-0.7% -$7.14K 0.33% 63
2024
Q3 		$982K Sell
15,679
-917
-6% -$56.7K 0.33% 74
2024
Q2 		$1.05M Buy
16,596
+169
+1% +$10.4K 0.38% 63
2024
Q1 		$1.04M Sell
16,427
-284
-2% -$15.8K 0.38% 69
2023
Q4 		$860K Buy
16,711
+1,896
+13% +$83.9K 0.33% 81
2023
Q3 		$609K Buy
14,815
+67
+0.5% +$2.94K 0.26% 116
2023
Q2 		$679K Buy
14,748
+446
+3% +$20.9K 0.28% 105
2023
Q1 		$671K Buy
+14,302
New +$702K 0.33% 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

Legacy Capital Group California's C Position: Q2 2026 in Review

Legacy Capital Group California reduced its Citigroup (C) stake by 20% in Q2 2026, selling an estimated $535K and leaving 15,985 shares worth $2.24M. The position accounts for 0.67% of the portfolio, ranked #22.

Legacy Capital Group California first reported a position in C in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.96M in Q4 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Legacy Capital Group California held 15,985 shares of Citigroup worth $2.24M as of Q2 2026.
  • Legacy Capital Group California sold 4,107 Citigroup shares in Q2 2026, an estimated $535K.
  • Citigroup made up 0.67% of Legacy Capital Group California's portfolio in Q2 2026, its #22 holding.
  • Legacy Capital Group California first reported a position in Citigroup in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Citigroup position peaked at $2.96M in Q4 2025.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.