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Means Investment Company’s Citigroup C Stock Holding History

Means Investment Company’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 		$282K Buy
2,014
+122
+6% +$15.9K 0.02% 169
2026
Q1 		$215K Sell
1,892
-46
-2% -$5.24K 0.02% 189
2025
Q4 		$226K Buy
+1,938
New +$201K 0.02% 173

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 $3.38T AUM 44.17% 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

Means Investment Company's C Position: Q2 2026 in Review

Means Investment Company increased its Citigroup (C) stake by 6.4% in Q2 2026, buying an estimated $15.9K and bringing the position to 2,014 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #169.

Means Investment Company first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Means Investment Company held 2,014 shares of Citigroup worth $282K as of Q2 2026.
  • Means Investment Company bought 122 Citigroup shares in Q2 2026, an estimated $15.9K.
  • Citigroup made up 0.02% of Means Investment Company's portfolio in Q2 2026, its #169 holding.
  • Means Investment Company first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.