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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Limestone Investment Advisors's C Position: Q1 2026 in Review

Limestone Investment Advisors opened a new position in Citigroup (C) in Q1 2026: 7,755 shares worth $879K. The stake represents 0.07% of the portfolio and ranks #161 among its holdings.

2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Limestone Investment Advisors held 7,755 shares of Citigroup worth $879K as of Q1 2026.
Citigroup was a new Limestone Investment Advisors position in Q1 2026.
Citigroup made up 0.07% of Limestone Investment Advisors's portfolio in Q1 2026, its #161 holding.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.