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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 		$10.7M Sell
76,500
-20,500
-21% -$2.67M 0.8% 21
2026
Q1 		$11M Sell
97,000
-27,000
-22% -$3.07M 0.88% 21
2025
Q4 		$14.5M Sell
124,000
-30,600
-20% -$3.18M 1.39% 9
2025
Q3 		$15.7M Buy
154,600
+15,700
+11% +$1.49M 1.24% 15
2025
Q2 		$11.8M Buy
+138,900
New +$10M 1.03% 27

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.