LIA
C icon

Limestone Investment Advisors’s Citigroup C Stock Holding History

Limestone Investment 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 		$19.6M Buy
140,200
+34,500
+33% +$4.49M 1.46% 8
2026
Q1 		$12M Sell
105,700
-9,800
-8% -$1.12M 0.96% 17
2025
Q4 		$13.5M Sell
115,500
-31,700
-22% -$3.29M 1.29% 11
2025
Q3 		$14.9M Sell
147,200
-5,900
-4% -$560K 1.18% 16
2025
Q2 		$13M Buy
+153,100
New +$11.1M 1.14% 21

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

Limestone Investment Advisors's C Position: Q2 2026 in Review

Limestone Investment Advisors sold out of Citigroup (C) in Q2 2026, closing a stake of 7,755 shares — an estimated $1.01M sold.

Limestone Investment Advisors first reported a position in C in Q1 2026 and held it in 1 quarter. The position peaked at $879K in Q1 2026. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Limestone Investment Advisors reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
  • Limestone Investment Advisors sold 7,755 Citigroup shares in Q2 2026, an estimated $1.01M.
  • Limestone Investment Advisors first reported a position in Citigroup in Q1 2026 and held it in 1 quarter.
  • Limestone Investment Advisors's Citigroup position peaked at $879K in Q1 2026.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Limestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.