NWA
C icon

New World Advisors’s Citigroup C Stock Holding History

New World 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 		$354K Buy
2,527
+107
+4% +$13.9K 0.06% 59
2026
Q1 		$274K Sell
2,420
-344
-12% -$39.2K 0.05% 60
2025
Q4 		$323K Buy
2,764
+345
+14% +$35.8K 0.06% 56
2025
Q3 		$246K Buy
+2,419
New +$230K 0.04% 63

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

New World Advisors's C Position: Q2 2026 in Review

New World Advisors increased its Citigroup (C) stake by 4.4% in Q2 2026, buying an estimated $13.9K and bringing the position to 2,527 shares worth $354K. The position accounts for 0.06% of the portfolio, ranked #59.

New World Advisors first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • New World Advisors held 2,527 shares of Citigroup worth $354K as of Q2 2026.
  • New World Advisors bought 107 Citigroup shares in Q2 2026, an estimated $13.9K.
  • Citigroup made up 0.06% of New World Advisors's portfolio in Q2 2026, its #59 holding.
  • New World Advisors first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on New World Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.