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C icon

LVZ Inc’s Citigroup C Stock Holding History

LVZ Inc’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 		$1.31M Sell
9,380
-1,217
-11% -$158K 0.13% 59
2026
Q1 		$1.2M Buy
10,597
+406
+4% +$46.2K 0.14% 52
2025
Q4 		$1.19M Sell
10,191
-607
-6% -$63K 0.13% 51
2025
Q3 		$1.1M Buy
10,798
+320
+3% +$30.4K 0.12% 52
2025
Q2 		$892K Sell
10,478
-20
-0.2% -$1.45K 0.11% 58
2025
Q1 		$745K Buy
10,498
+685
+7% +$52.2K 0.1% 62
2024
Q4 		$691K Buy
9,813
+1,665
+20% +$112K 0.09% 60
2024
Q3 		$510K Buy
8,148
+2,020
+33% +$125K 0.07% 70
2024
Q2 		$389K Buy
6,128
+4
+0.1% +$247 0.05% 85
2024
Q1 		$387K Sell
6,124
-3,598
-37% -$200K 0.05% 82
2023
Q4 		$500K Buy
9,722
+708
+8% +$31.3K 0.07% 66
2023
Q3 		$371K Buy
9,014
+8
+0.1% +$351 0.06% 71
2023
Q2 		$415K Buy
9,006
+392
+5% +$18.4K 0.06% 82
2023
Q1 		$404K Buy
8,614
+2,437
+39% +$120K 0.06% 85
2022
Q4 		$279K Buy
6,177
+520
+9% +$23.6K 0.04% 106
2022
Q3 		$236K Buy
5,657
+255
+5% +$12.6K 0.04% 92
2022
Q2 		$248K Buy
5,402
+724
+15% +$36.2K 0.04% 89
2022
Q1 		$250K Buy
4,678
+505
+12% +$31.2K 0.03% 95
2021
Q4 		$252K Buy
4,173
+326
+8% +$21.7K 0.03% 94
2021
Q3 		$270K Buy
3,847
+98
+3% +$6.85K 0.04% 82
2021
Q2 		$265K Buy
3,749
+261
+7% +$19.3K 0.04% 87
2021
Q1 		$254K Buy
+3,488
New +$233K 0.04% 89

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

LVZ Inc's C Position: Q2 2026 in Review

LVZ Inc reduced its Citigroup (C) stake by 11% in Q2 2026, selling an estimated $158K and leaving 9,380 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #59.

LVZ Inc first reported a position in C in Q1 2021 and has held it in 22 quarters since. 2,628 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • LVZ Inc held 9,380 shares of Citigroup worth $1.31M as of Q2 2026.
  • LVZ Inc sold 1,217 Citigroup shares in Q2 2026, an estimated $158K.
  • Citigroup made up 0.13% of LVZ Inc's portfolio in Q2 2026, its #59 holding.
  • LVZ Inc first reported a position in Citigroup in Q1 2021 and has held it in 22 quarters since.
  • 2,628 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.