LIS
C icon

Legacy Investment Solutions’s Citigroup C Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$38.2K Buy
+449
New +$32.5K 0.02% 176
2024
Q4 		$36.7K Hold
449
– – 0.02% 146
2024
Q3 		$30.9K Buy
+449
New +$27.8K 0.02% 159

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Investment Solutions's C Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Citigroup (C) in Q2 2025: 449 shares worth $38.2K. The stake represents 0.02% of the portfolio and ranks #176 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in C as recently as Q4 2024.

Legacy Investment Solutions first reported a position in C in Q3 2024 and has held it in 3 quarters since. 2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

  • Legacy Investment Solutions held 449 shares of Citigroup worth $38.2K as of Q2 2025.
  • Citigroup was a new Legacy Investment Solutions position in Q2 2025.
  • Citigroup made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #176 holding.
  • Legacy Investment Solutions first reported a position in Citigroup in Q3 2024 and has held it in 3 quarters since.
  • 2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.