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Legacy Solutions LLC’s Citigroup C Stock Holding History

Legacy Solutions LLC’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 		$507K Sell
3,625
-48
-1% -$6.25K 0.41% 41
2026
Q1 		$417K Sell
3,673
-396
-10% -$45.1K 0.39% 42
2025
Q4 		$475K Buy
4,069
+22
+0.5% +$2.29K 0.42% 41
2025
Q3 		$411K Sell
4,047
-111
-3% -$10.5K 0.37% 46
2025
Q2 		$354K Buy
4,158
+414
+11% +$29.9K 0.34% 50
2025
Q1 		$266K Buy
3,744
+4
+0.1% +$305 0.29% 56
2024
Q4 		$263K Buy
+3,740
New +$252K 0.29% 56

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 Solutions LLC's C Position: Q2 2026 in Review

Legacy Solutions LLC reduced its Citigroup (C) stake by 1.3% in Q2 2026, selling an estimated $6.25K and leaving 3,625 shares worth $507K. The position accounts for 0.41% of the portfolio, ranked #41.

Legacy Solutions LLC first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Legacy Solutions LLC held 3,625 shares of Citigroup worth $507K as of Q2 2026.
  • Legacy Solutions LLC sold 48 Citigroup shares in Q2 2026, an estimated $6.25K.
  • Citigroup made up 0.41% of Legacy Solutions LLC's portfolio in Q2 2026, its #41 holding.
  • Legacy Solutions LLC first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.