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Mountain Capital Investment Advisors’s Citigroup C Stock Holding History

Mountain Capital Investment 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 		$201K Sell
1,433
-322
-18% -$41.9K 0.03% 87
2026
Q1 		$227K Sell
1,755
-17
-1% -$1.94K 0.03% 74
2025
Q4 		$201K Buy
+1,772
New +$184K 0.03% 86
2023
Q3 		– Sell
-34,843
Closed -$1.66M – 60
2023
Q2 		$1.66M Sell
34,843
-10,376
-23% -$486K 0.63% 26
2023
Q1 		$2.14M Sell
45,219
-794
-2% -$39K 0.94% 32
2022
Q4 		$2.22M Buy
46,013
+10,586
+30% +$481K 1.01% 31
2022
Q3 		$1.53M Buy
35,427
+10,675
+43% +$527K 0.8% 41
2022
Q2 		$1.16M Buy
24,752
+12,993
+110% +$650K 0.58% 49
2022
Q1 		$594K Buy
+11,759
New +$726K 0.28% 76
2017
Q4 		– Sell
-103
Closed -$7K – 92
2017
Q3 		$7K Buy
103
+1
+1% +$68 0.01% 308
2017
Q2 		$7K Buy
+102
New +$6.26K 0.01% 332

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

Mountain Capital Investment Advisors's C Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its Citigroup (C) stake by 18% in Q2 2026, selling an estimated $41.9K and leaving 1,433 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #87.

Mountain Capital Investment Advisors first reported a position in C in Q2 2017 and has held it in 11 quarters since. The position peaked at $2.22M in Q4 2022. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Mountain Capital Investment Advisors held 1,433 shares of Citigroup worth $201K as of Q2 2026.
  • Mountain Capital Investment Advisors sold 322 Citigroup shares in Q2 2026, an estimated $41.9K.
  • Citigroup made up 0.03% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Mountain Capital Investment Advisors first reported a position in Citigroup in Q2 2017 and has held it in 11 quarters since.
  • Mountain Capital Investment Advisors's Citigroup position peaked at $2.22M in Q4 2022.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.