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 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

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

McLean Asset Management's C Position: Q2 2026 in Review

McLean Asset Management reduced its Citigroup (C) stake by 2.1% in Q2 2026, selling an estimated $7.68K and leaving 2,714 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #127.

McLean Asset Management first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,638 funds tracked by Wall St. Rank hold C as of Q2 2026.

McLean Asset Management held 2,714 shares of Citigroup worth $359K as of Q2 2026.
McLean Asset Management sold 59 Citigroup shares in Q2 2026, an estimated $7.68K.
Citigroup made up 0.05% of McLean Asset Management's portfolio in Q2 2026, its #127 holding.
McLean Asset Management first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
2,638 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.