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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McLean Asset Management's C Position: Q1 2026 in Review

McLean Asset Management increased its Citigroup (C) stake by 0.91% in Q1 2026, buying an estimated $2.85K and bringing the position to 2,773 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #125.

McLean Asset Management first reported a position in C in Q2 2025 and has held it in 4 quarters since. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

McLean Asset Management held 2,773 shares of Citigroup worth $314K as of Q1 2026.
McLean Asset Management bought 25 Citigroup shares in Q1 2026, an estimated $2.85K.
Citigroup made up 0.06% of McLean Asset Management's portfolio in Q1 2026, its #125 holding.
McLean Asset Management first reported a position in Citigroup in Q2 2025 and has held it in 4 quarters since.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.