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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Edge Advisors's C Position: Q2 2026 in Review

Legacy Edge Advisors opened a new position in Citigroup (C) in Q2 2026: 2,057 shares worth $288K. The stake represents 0.03% of the portfolio and ranks #192 among its holdings. This is a return to the name: Legacy Edge Advisors previously reported a position in C as recently as Q4 2025.

Legacy Edge Advisors first reported a position in C in Q2 2024 and has held it in 7 quarters since. The position peaked at $416K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold C as of Q2 2026.

Legacy Edge Advisors held 2,057 shares of Citigroup worth $288K as of Q2 2026.
Citigroup was a new Legacy Edge Advisors position in Q2 2026.
Citigroup made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #192 holding.
Legacy Edge Advisors first reported a position in Citigroup in Q2 2024 and has held it in 7 quarters since.
Legacy Edge Advisors's Citigroup position peaked at $416K in Q4 2025.
2,646 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.