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LexAurum Advisors’s Citigroup C Stock Holding History

LexAurum 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 		$636K Buy
4,548
+41
+0.9% +$5.34K 0.07% 205
2026
Q1 		$511K Buy
+4,507
New +$513K 0.07% 225
2025
Q3 		$415K Sell
4,087
-1,366
-25% -$130K 0.06% 235
2025
Q2 		$464K Buy
5,453
+279
+5% +$20.2K 0.07% 207
2025
Q1 		$367K Sell
5,174
-1,110
-18% -$84.6K 0.07% 231
2024
Q4 		$442K Buy
6,284
+77
+1% +$5.19K 0.09% 198
2024
Q3 		$389K Buy
6,207
+125
+2% +$7.73K 0.09% 199
2024
Q2 		$386K Buy
6,082
+60
+1% +$3.7K 0.09% 190
2024
Q1 		$381K Hold
6,022
– – 0.1% 186
2023
Q4 		$310K Buy
+6,022
New +$267K 0.08% 219

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

LexAurum Advisors's C Position: Q2 2026 in Review

LexAurum Advisors increased its Citigroup (C) stake by 0.91% in Q2 2026, buying an estimated $5.34K and bringing the position to 4,548 shares worth $636K. The position accounts for 0.07% of the portfolio, ranked #205.

LexAurum Advisors first reported a position in C in Q4 2023 and has held it in 10 quarters since. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • LexAurum Advisors held 4,548 shares of Citigroup worth $636K as of Q2 2026.
  • LexAurum Advisors bought 41 Citigroup shares in Q2 2026, an estimated $5.34K.
  • Citigroup made up 0.07% of LexAurum Advisors's portfolio in Q2 2026, its #205 holding.
  • LexAurum Advisors first reported a position in Citigroup in Q4 2023 and has held it in 10 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.