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Northstar Advisory Group’s Citigroup C Stock Holding History

Northstar Advisory Group’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 		$1.33M Buy
+9,519
New +$1.24M 0.41% 49
2025
Q4 		– Sell
-20,915
Closed -$2.12M – 113
2025
Q3 		$2.12M Buy
+20,915
New +$1.98M 0.87% 36

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

Northstar Advisory Group's C Position: Q2 2026 in Review

Northstar Advisory Group opened a new position in Citigroup (C) in Q2 2026: 9,519 shares worth $1.33M. The stake represents 0.41% of the portfolio and ranks #49 among its holdings. This is a return to the name: Northstar Advisory Group previously reported a position in C as recently as Q3 2025.

Northstar Advisory Group first reported a position in C in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.12M in Q3 2025. 2,628 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Northstar Advisory Group held 9,519 shares of Citigroup worth $1.33M as of Q2 2026.
  • Citigroup was a new Northstar Advisory Group position in Q2 2026.
  • Citigroup made up 0.41% of Northstar Advisory Group's portfolio in Q2 2026, its #49 holding.
  • Northstar Advisory Group first reported a position in Citigroup in Q3 2025 and has held it in 2 quarters since.
  • Northstar Advisory Group's Citigroup position peaked at $2.12M in Q3 2025.
  • 2,628 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.