MMA Asset Management’s Citigroup C Stock Holding History

MMA 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	$630K	Sell	4,500 -657	-13%	-$85.5K	0.2%	97
2026 Q1	$585K	Buy	5,157 +1,885	+58%	+$215K	0.21%	94
2025 Q4	$382K	Buy	3,272 +3,172	+3,172%	+$329K	0.14%	124
2025 Q3	$10.2K	Buy	+100	New	+$9.49K	﹤0.01%	257
2024 Q2	–	Sell	-100	Closed	-$6.32K	–	137
2024 Q1	$6.32K	Buy	+100	New	+$5.57K	﹤0.01%	214
2021 Q2	–	Sell	-3,742	Closed	-$272K	–	100
2021 Q1	$272K	Buy	3,742 +103	+3%	+$6.88K	0.24%	65
2020 Q4	$224K	Buy	+3,639	New	+$185K	0.22%	80

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

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

MMA Asset Management reduced its Citigroup (C) stake by 13% in Q2 2026, selling an estimated $85.5K and leaving 4,500 shares worth $630K. The position accounts for 0.2% of the portfolio, ranked #97.

MMA Asset Management first reported a position in C in Q4 2020 and has held it in 7 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

MMA Asset Management held 4,500 shares of Citigroup worth $630K as of Q2 2026.
MMA Asset Management sold 657 Citigroup shares in Q2 2026, an estimated $85.5K.
Citigroup made up 0.2% of MMA Asset Management's portfolio in Q2 2026, its #97 holding.
MMA Asset Management first reported a position in Citigroup in Q4 2020 and has held it in 7 quarters since.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.