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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 		$303K Buy
+3,557
New +$463K 0.04% 166
2026
Q1 		– Sell
-3,565
Closed -$416K – 226
2025
Q4 		$416K Buy
+3,565
New +$370K 0.05% 148

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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: 3,557 shares worth $303K. The stake represents 0.04% of the portfolio and ranks #166 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 Q4 2025 and has held it in 2 quarters since. The position peaked at $416K in Q4 2025. 1,765 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Legacy Edge Advisors held 3,557 shares of Citigroup worth $303K as of Q2 2026.
  • Citigroup was a new Legacy Edge Advisors position in Q2 2026.
  • Citigroup made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #166 holding.
  • Legacy Edge Advisors first reported a position in Citigroup in Q4 2025 and has held it in 2 quarters since.
  • Legacy Edge Advisors's Citigroup position peaked at $416K in Q4 2025.
  • 1,765 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.