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Lifestyle Asset Management’s Citigroup C Stock Holding History

Lifestyle Asset Management’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 		$477K Sell
3,411
-64
-2% -$8.33K 0.13% 78
2026
Q1 		$394K Buy
3,475
+211
+6% +$24K 0.13% 91
2025
Q4 		$381K Sell
3,264
-314
-9% -$32.6K 0.12% 94
2025
Q3 		$363K Sell
3,578
-200
-5% -$19K 0.12% 99
2025
Q2 		$322K Buy
3,778
+198
+6% +$14.3K 0.15% 99
2025
Q1 		$254K Sell
3,580
-264
-7% -$20.1K 0.14% 92
2024
Q4 		$271K Buy
3,844
+114
+3% +$7.68K 0.15% 85
2024
Q3 		$233K Buy
3,730
+160
+4% +$9.89K 0.13% 92
2024
Q2 		$227K Sell
3,570
-679
-16% -$41.9K 0.13% 89
2024
Q1 		$269K Sell
4,249
-751
-15% -$41.8K 0.16% 67
2023
Q4 		$257K Sell
5,000
-372
-7% -$16.5K 0.14% 67
2023
Q3 		$221K Buy
5,372
+354
+7% +$15.5K 0.13% 71
2023
Q2 		$231K Buy
+5,018
New +$235K 0.14% 69

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

Lifestyle Asset Management's C Position: Q2 2026 in Review

Lifestyle Asset Management reduced its Citigroup (C) stake by 1.8% in Q2 2026, selling an estimated $8.33K and leaving 3,411 shares worth $477K. The position accounts for 0.13% of the portfolio, ranked #78.

Lifestyle Asset Management first reported a position in C in Q2 2023 and has held it in 13 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Lifestyle Asset Management held 3,411 shares of Citigroup worth $477K as of Q2 2026.
  • Lifestyle Asset Management sold 64 Citigroup shares in Q2 2026, an estimated $8.33K.
  • Citigroup made up 0.13% of Lifestyle Asset Management's portfolio in Q2 2026, its #78 holding.
  • Lifestyle Asset Management first reported a position in Citigroup in Q2 2023 and has held it in 13 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.