LRI Investments’s Citigroup C Stock Holding History

LRI Investments’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	$2.52M	Buy	18,038 +462	+3%	+$60.1K	0.2%	61
2026 Q1	$1.99M	Buy	17,576 +701	+4%	+$79.8K	0.18%	68
2025 Q4	$1.97M	Sell	16,875 -661	-4%	-$68.6K	0.16%	67
2025 Q3	$1.78M	Buy	17,536 +8,876	+102%	+$842K	0.15%	68
2025 Q2	$737K	Buy	8,660 +6	+0.1%	+$434	0.06%	135
2025 Q1	$614K	Sell	8,654 -474	-5%	-$36.1K	0.06%	145
2024 Q4	$643K	Buy	9,128 +88	+1%	+$5.93K	0.06%	117
2024 Q3	$616K	Buy	9,040 +4,021	+80%	+$249K	0.06%	131
2024 Q2	$319K	Buy	5,019 +3,054	+155%	+$188K	0.04%	172
2024 Q1	$124K	Buy	+1,965	New	+$109K	0.03%	177

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

LRI Investments's C Position: Q2 2026 in Review

LRI Investments increased its Citigroup (C) stake by 2.6% in Q2 2026, buying an estimated $60.1K and bringing the position to 18,038 shares worth $2.52M. The position accounts for 0.2% of the portfolio, ranked #61.

LRI Investments first reported a position in C in Q1 2024 and has held it in 10 quarters since. 1,122 funds tracked by Wall St. Rank hold C as of Q2 2026.

LRI Investments held 18,038 shares of Citigroup worth $2.52M as of Q2 2026.
LRI Investments bought 462 Citigroup shares in Q2 2026, an estimated $60.1K.
Citigroup made up 0.2% of LRI Investments's portfolio in Q2 2026, its #61 holding.
LRI Investments first reported a position in Citigroup in Q1 2024 and has held it in 10 quarters since.
1,122 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.