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My Legacy Advisors’s Citigroup C Stock Holding History

My Legacy 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
2025
Q2 		$907K Buy
10,416
+460
+5% +$33.3K 0.32% 87
2025
Q1 		$707K Buy
9,956
+242
+2% +$18.5K 0.27% 111
2024
Q4 		$760K Buy
9,714
+241
+3% +$16.2K 0.3% 93
2024
Q3 		$593K Sell
9,473
-1,954
-17% -$121K 0.23% 120
2024
Q2 		$725K Buy
11,427
+275
+2% +$17K 0.23% 118
2024
Q1 		$705K Buy
11,152
+2,890
+35% +$161K 0.24% 124
2023
Q4 		$430K Buy
8,262
+389
+5% +$17.2K 0.16% 160
2023
Q3 		$315K Buy
7,873
+254
+3% +$11.1K 0.13% 170
2023
Q2 		$363K Buy
+7,619
New +$357K 0.14% 168

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

My Legacy Advisors's C Position: Q2 2025 in Review

My Legacy Advisors increased its Citigroup (C) stake by 4.6% in Q2 2025, buying an estimated $33.3K and bringing the position to 10,416 shares worth $907K. The position accounts for 0.32% of the portfolio, ranked #87.

My Legacy Advisors first reported a position in C in Q2 2023 and has held it in 9 quarters since. 2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

  • My Legacy Advisors held 10,416 shares of Citigroup worth $907K as of Q2 2025.
  • My Legacy Advisors bought 460 Citigroup shares in Q2 2025, an estimated $33.3K.
  • Citigroup made up 0.32% of My Legacy Advisors's portfolio in Q2 2025, its #87 holding.
  • My Legacy Advisors first reported a position in Citigroup in Q2 2023 and has held it in 9 quarters since.
  • 2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.