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NEOS Investment Management’s Citigroup C Stock Holding History

NEOS Investment 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 		$39.9M Buy
285,207
+25,162
+10% +$3.28M 0.15% 117
2026
Q1 		$29.5M Buy
260,045
+7,625
+3% +$868K 0.15% 117
2025
Q4 		$29.5M Buy
252,420
+21,963
+10% +$2.28M 0.17% 110
2025
Q3 		$23.4M Buy
230,457
+75,422
+49% +$7.16M 0.18% 106
2025
Q2 		$13.2M Buy
155,035
+32,317
+26% +$2.34M 0.16% 116
2025
Q1 		$8.71M Buy
122,718
+4,326
+4% +$330K 0.17% 129
2024
Q4 		$8.33M Buy
118,392
+28,524
+32% +$1.92M 0.2% 101
2024
Q3 		$5.63M Buy
89,868
+18,676
+26% +$1.15M 0.17% 114
2024
Q2 		$4.52M Buy
71,192
+22,908
+47% +$1.41M 0.19% 102
2024
Q1 		$3.05M Buy
48,284
+21,155
+78% +$1.18M 0.19% 105
2023
Q4 		$1.4M Buy
27,129
+7,011
+35% +$310K 0.13% 152
2023
Q3 		$827K Buy
+20,118
New +$883K 0.11% 166

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

NEOS Investment Management's C Position: Q2 2026 in Review

NEOS Investment Management increased its Citigroup (C) stake by 9.7% in Q2 2026, buying an estimated $3.28M and bringing the position to 285,207 shares worth $39.9M. The position accounts for 0.15% of the portfolio, ranked #117.

NEOS Investment Management first reported a position in C in Q3 2023 and has held it in 12 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • NEOS Investment Management held 285,207 shares of Citigroup worth $39.9M as of Q2 2026.
  • NEOS Investment Management bought 25,162 Citigroup shares in Q2 2026, an estimated $3.28M.
  • Citigroup made up 0.15% of NEOS Investment Management's portfolio in Q2 2026, its #117 holding.
  • NEOS Investment Management first reported a position in Citigroup in Q3 2023 and has held it in 12 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.