Meeder Advisory Services’s Citigroup C Stock Holding History

Meeder Advisory Services’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	$5.13M	Buy	45,210 +1,610	+4%	+$183K	0.21%	69
2025 Q4	$5.09M	Buy	43,600 +2,666	+7%	+$277K	0.22%	67
2025 Q3	$4.15M	Buy	40,934 +429	+1%	+$40.7K	0.19%	76
2025 Q2	$3.45M	Sell	40,505 -267	-0.7%	-$19.3K	0.18%	90
2025 Q1	$2.89M	Buy	40,772 +2,546	+7%	+$194K	0.17%	99
2024 Q4	$2.69M	Buy	38,226 +984	+3%	+$66.3K	0.17%	98
2024 Q3	$2.33M	Buy	37,242 +112	+0.3%	+$6.93K	0.15%	111
2024 Q2	$2.36M	Buy	37,130 +11,222	+43%	+$692K	0.17%	104
2024 Q1	$1.64M	Buy	25,908 +2,138	+9%	+$119K	0.17%	103
2023 Q4	$1.22M	Sell	23,770 -1,549	-6%	-$68.6K	0.14%	126
2023 Q3	$1.04M	Sell	25,319 -8,323	-25%	-$365K	0.13%	131
2023 Q2	$1.55M	Buy	33,642 +2,669	+9%	+$125K	0.17%	106
2023 Q1	$1.45M	Buy	30,973 +3,260	+12%	+$160K	0.17%	105
2022 Q4	$1.25M	Buy	+27,713	New	+$1.26M	0.16%	117

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

Meeder Advisory Services's C Position: Q1 2026 in Review

Meeder Advisory Services increased its Citigroup (C) stake by 3.7% in Q1 2026, buying an estimated $183K and bringing the position to 45,210 shares worth $5.13M. The position accounts for 0.21% of the portfolio, ranked #69.

Meeder Advisory Services first reported a position in C in Q4 2022 and has held it in 14 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Meeder Advisory Services held 45,210 shares of Citigroup worth $5.13M as of Q1 2026.
Meeder Advisory Services bought 1,610 Citigroup shares in Q1 2026, an estimated $183K.
Citigroup made up 0.21% of Meeder Advisory Services's portfolio in Q1 2026, its #69 holding.
Meeder Advisory Services first reported a position in Citigroup in Q4 2022 and has held it in 14 quarters since.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.