Lugano Financial Advisors SA (LFA)’s Citigroup C Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$196K	Hold	1,400	–	–	0.12%	85
2026 Q1	$158K	Hold	1,400	–	–	0.08%	92
2025 Q4	$163K	Hold	1,400	–	–	0.08%	90
2025 Q3	$142K	Hold	1,400	–	–	0.07%	103
2025 Q2	$118K	Hold	1,400	–	–	0.07%	107
2025 Q1	$99.4K	Hold	1,400	–	–	0.07%	106
2024 Q4	$98.5K	Hold	1,400	–	–	0.06%	114
2024 Q3	$87.6K	Hold	1,400	–	–	0.06%	120
2024 Q2	$88.8K	Hold	1,400	–	–	0.07%	111
2024 Q1	$88.5K	Buy	+1,400	New	+$77.9K	0.06%	113
2023 Q4	–	Sell	-1,400	Closed	-$57.6K	–	180
2023 Q3	$57.6K	Sell	1,400 -1,955	-58%	-$85.8K	0.05%	112
2023 Q2	$154K	Buy	3,355 +1,400	+72%	+$65.6K	0.1%	81
2023 Q1	$91.7K	Sell	1,955 -1,843	-49%	-$90.4K	0.07%	72
2022 Q4	$172K	Sell	3,798 -4,298	-53%	-$195K	0.13%	63
2022 Q3	$337K	Buy	8,096 +3,798	+88%	+$188K	0.26%	53
2022 Q2	$197K	Buy	4,298 +500	+13%	+$25K	0.14%	62
2022 Q1	$204K	Hold	3,798	–	–	0.14%	62
2021 Q4	$229K	Buy	+3,798	New	+$253K	0.13%	62
2019 Q2	$31K	Hold	442	–	–	0.02%	114
2019 Q1	$27K	Buy	+442	New	+$27.4K	0.02%	115

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s C Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Citigroup (C) position steady in Q2 2026 at 1,400 shares worth $196K. The position accounts for 0.12% of the portfolio, ranked #85.

Lugano Financial Advisors SA (LFA) first reported a position in C in Q1 2019 and has held it in 20 quarters since. The position peaked at $337K in Q3 2022. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 1,400 shares of Citigroup worth $196K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.12% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #85 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Citigroup in Q1 2019 and has held it in 20 quarters since.
Lugano Financial Advisors SA (LFA)'s Citigroup position peaked at $337K in Q3 2022.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.