McLean Asset Management
C icon

McLean Asset Management’s Citigroup C Stock Holding History

McLean Asset Management’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
Q3 		$316K Sell
2,669
-45
-2% -$6.06K 0.04% 141
2026
Q2 		$359K Sell
2,714
-59
-2% -$7.68K 0.05% 127
2026
Q1 		$314K Buy
2,773
+25
+0.9% +$2.85K 0.06% 125
2025
Q4 		$309K Sell
2,748
-18
-0.7% -$1.87K 0.06% 129
2025
Q3 		$271K Sell
2,766
-54
-2% -$5.12K 0.06% 143
2025
Q2 		$245K Buy
+2,820
New +$204K 0.06% 148

Other funds holding C

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

McLean Asset Management's C Position: Q3 2026 in Review

McLean Asset Management reduced its Citigroup (C) stake by 1.7% in Q3 2026, selling an estimated $6.06K and leaving 2,669 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #141.

McLean Asset Management first reported a position in C in Q2 2025 and has held it in 6 quarters since. The position peaked at $359K in Q2 2026. 1,509 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • McLean Asset Management held 2,669 shares of Citigroup worth $316K as of Q3 2026.
  • McLean Asset Management sold 45 Citigroup shares in Q3 2026, an estimated $6.06K.
  • Citigroup made up 0.04% of McLean Asset Management's portfolio in Q3 2026, its #141 holding.
  • McLean Asset Management first reported a position in Citigroup in Q2 2025 and has held it in 6 quarters since.
  • McLean Asset Management's Citigroup position peaked at $359K in Q2 2026.
  • 1,509 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.