Lido Advisors’s Citigroup C Stock Holding History

Lido 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 Q1	–	Sell	-2,700	Closed	-$315K	–	1971
2025 Q4	$315K	Hold	2,700	–	–	﹤0.01%	1541
2025 Q3	$274K	Buy	+2,700	New	+$256K	﹤0.01%	1531

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors's C Position: Q2 2026 in Review

Lido Advisors increased its Citigroup (C) stake by 82% in Q2 2026, buying an estimated $10.5M and bringing the position to 178,527 shares worth $25M. The position accounts for 0.07% of the portfolio, ranked #192.

Lido Advisors first reported a position in C in Q3 2017 and has held it in 35 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Lido Advisors held 178,527 shares of Citigroup worth $25M as of Q2 2026.
Lido Advisors bought 80,445 Citigroup shares in Q2 2026, an estimated $10.5M.
Citigroup made up 0.07% of Lido Advisors's portfolio in Q2 2026, its #192 holding.
Lido Advisors first reported a position in Citigroup in Q3 2017 and has held it in 35 quarters since.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.