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LGT Financial Advisors’s Citigroup C Stock Holding History

LGT Financial 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 		$840 Hold
6
– – ﹤0.01% 209
2026
Q1 		$680 Hold
6
– – ﹤0.01% 237
2025
Q4 		$700 Hold
6
– – ﹤0.01% 244
2025
Q3 		$609 Hold
6
– – ﹤0.01% 360
2025
Q2 		$511 Hold
6
– – ﹤0.01% 431
2025
Q1 		$426 Hold
6
– – ﹤0.01% 276
2024
Q4 		$422 Hold
6
– – ﹤0.01% 693
2024
Q3 		$376 Sell
6
-230
-97% -$14.2K ﹤0.01% 680
2024
Q2 		$15K Buy
236
+230
+3,833% +$14.2K 0.03% 378
2024
Q1 		$379 Hold
6
– – ﹤0.01% 765
2023
Q4 		$309 Sell
6
-32
-84% -$1.42K ﹤0.01% 821
2023
Q3 		$1.56K Buy
+38
New +$1.67K ﹤0.01% 856

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

LGT Financial Advisors's C Position: Q2 2026 in Review

LGT Financial Advisors held its Citigroup (C) position steady in Q2 2026 at 6 shares worth $840. The position accounts for ﹤0.01% of the portfolio, ranked #209.

LGT Financial Advisors first reported a position in C in Q3 2023 and has held it in 12 quarters since. The position peaked at $15K in Q2 2024. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • LGT Financial Advisors held 6 shares of Citigroup worth $840 as of Q2 2026.
  • LGT Financial Advisors left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up ﹤0.01% of LGT Financial Advisors's portfolio in Q2 2026, its #209 holding.
  • LGT Financial Advisors first reported a position in Citigroup in Q3 2023 and has held it in 12 quarters since.
  • LGT Financial Advisors's Citigroup position peaked at $15K in Q2 2024.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.