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McAdam LLC’s Citigroup C Stock Holding History

McAdam LLC’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 		$677K Buy
4,840
+459
+10% +$59.8K 0.03% 222
2026
Q1 		$497K Buy
4,381
+340
+8% +$38.7K 0.02% 242
2025
Q4 		$472K Buy
4,041
+482
+14% +$50.1K 0.02% 244
2025
Q3 		$361K Sell
3,559
-738
-17% -$70K 0.02% 269
2025
Q2 		$366K Sell
4,297
-130
-3% -$9.4K 0.02% 248
2025
Q1 		$314K Buy
4,427
+719
+19% +$54.8K 0.02% 257
2024
Q4 		$261K Buy
3,708
+399
+12% +$26.9K 0.01% 305
2024
Q3 		$207K Sell
3,309
-2,017
-38% -$125K 0.01% 312
2024
Q2 		$338K Buy
+5,326
New +$328K 0.02% 221
2018
Q4 		– Sell
-1,267
Closed -$91K – 135
2018
Q3 		$91K Sell
1,267
-59
-4% -$4.17K 0.03% 116
2018
Q2 		$89K Buy
1,326
+133
+11% +$9.16K 0.04% 108
2018
Q1 		$81K Buy
+1,193
New +$89.7K 0.04% 117

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

McAdam LLC's C Position: Q2 2026 in Review

McAdam LLC increased its Citigroup (C) stake by 10% in Q2 2026, buying an estimated $59.8K and bringing the position to 4,840 shares worth $677K. The position accounts for 0.03% of the portfolio, ranked #222.

McAdam LLC first reported a position in C in Q1 2018 and has held it in 12 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • McAdam LLC held 4,840 shares of Citigroup worth $677K as of Q2 2026.
  • McAdam LLC bought 459 Citigroup shares in Q2 2026, an estimated $59.8K.
  • Citigroup made up 0.03% of McAdam LLC's portfolio in Q2 2026, its #222 holding.
  • McAdam LLC first reported a position in Citigroup in Q1 2018 and has held it in 12 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.