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MONECO Advisors’s Citigroup C Stock Holding History

MONECO Advisors’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 		$4.36M Buy
31,154
+20,477
+192% +$2.67M 0.27% 77
2026
Q1 		$1.21M Sell
10,677
-13,494
-56% -$1.54M 0.09% 189
2025
Q4 		$2.82M Buy
24,171
+16,043
+197% +$1.67M 0.22% 94
2025
Q3 		$825K Sell
8,128
-76
-0.9% -$7.21K 0.07% 230
2025
Q2 		$698K Buy
8,204
+1,391
+20% +$101K 0.07% 233
2025
Q1 		$484K Buy
6,813
+147
+2% +$11.2K 0.05% 289
2024
Q4 		$469K Buy
6,666
+970
+17% +$65.4K 0.05% 288
2024
Q3 		$357K Buy
5,696
+154
+3% +$9.52K 0.04% 316
2024
Q2 		$352K Buy
5,542
+157
+3% +$9.68K 0.05% 295
2024
Q1 		$341K Buy
5,385
+872
+19% +$48.5K 0.05% 293
2023
Q4 		$232K Buy
+4,513
New +$200K 0.04% 335
2023
Q3 		– Sell
-4,509
Closed -$208K – 336
2023
Q2 		$208K Buy
4,509
+27
+0.6% +$1.26K 0.06% 322
2023
Q1 		$210K Sell
4,482
-1,778
-28% -$87.3K 0.06% 305
2022
Q4 		$283K Buy
+6,260
New +$284K 0.1% 200
2022
Q3 		– Sell
-7,513
Closed -$346K – 248
2022
Q2 		$346K Buy
7,513
+3,639
+94% +$182K 0.13% 158
2022
Q1 		$207K Buy
+3,874
New +$239K 0.08% 229
2020
Q1 		– Sell
-9,465
Closed -$768K – 123
2019
Q4 		$768K Hold
9,465
– – 0.55% 44
2019
Q3 		$654K Buy
9,465
+86
+0.9% +$5.85K 0.51% 45
2019
Q2 		$657K Buy
9,379
+42
+0.4% +$2.81K 0.53% 44
2019
Q1 		$581K Buy
+9,337
New +$580K 0.47% 47

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 $3.37T AUM 44.26% 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

MONECO Advisors's C Position: Q2 2026 in Review

MONECO Advisors increased its Citigroup (C) stake by 192% in Q2 2026, buying an estimated $2.67M and bringing the position to 31,154 shares worth $4.36M. The position accounts for 0.27% of the portfolio, ranked #77.

MONECO Advisors first reported a position in C in Q1 2019 and has held it in 20 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • MONECO Advisors held 31,154 shares of Citigroup worth $4.36M as of Q2 2026.
  • MONECO Advisors bought 20,477 Citigroup shares in Q2 2026, an estimated $2.67M.
  • Citigroup made up 0.27% of MONECO Advisors's portfolio in Q2 2026, its #77 holding.
  • MONECO Advisors first reported a position in Citigroup in Q1 2019 and has held it in 20 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.