Legacy Edge Advisors
C icon

Legacy Edge Advisors’s Citigroup C Stock Holding History

Legacy Edge 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
Q3 		$266K Hold
2,057
– – 0.02% 213
2026
Q2 		$288K Buy
+2,057
New +$268K 0.03% 192
2026
Q1 		– Sell
-3,565
Closed -$416K – 226
2025
Q4 		$416K Buy
3,565
+8
+0.2% +$831 0.05% 148
2025
Q3 		$361K Hold
3,557
– – 0.04% 154
2025
Q2 		$303K Buy
3,557
+450
+14% +$32.5K 0.04% 166
2025
Q1 		$221K Hold
3,107
– – 0.03% 176
2024
Q4 		$219K Buy
+3,107
New +$209K 0.03% 170
2024
Q3 		– Sell
-3,208
Closed -$204K – 185
2024
Q2 		$204K Buy
+3,208
New +$198K 0.04% 173

Other funds holding C

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Legacy Edge Advisors's C Position: Q3 2026 in Review

Legacy Edge Advisors held its Citigroup (C) position steady in Q3 2026 at 2,057 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #213.

Legacy Edge Advisors first reported a position in C in Q2 2024 and has held it in 8 quarters since. The position peaked at $416K in Q4 2025. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Legacy Edge Advisors held 2,057 shares of Citigroup worth $266K as of Q3 2026.
  • Legacy Edge Advisors left its Citigroup share count unchanged in Q3 2026.
  • Citigroup made up 0.02% of Legacy Edge Advisors's portfolio in Q3 2026, its #213 holding.
  • Legacy Edge Advisors first reported a position in Citigroup in Q2 2024 and has held it in 8 quarters since.
  • Legacy Edge Advisors's Citigroup position peaked at $416K in Q4 2025.
  • 2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.