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O'Neil Global Advisors’s Citigroup C Stock Holding History

O'Neil Global 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 		$637K Buy
+4,552
New +$593K 0.14% 55
2025
Q3 		– Sell
-18,802
Closed -$1.6M – 65
2025
Q2 		$1.6M Buy
+18,802
New +$1.36M 0.37% 33

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

O'Neil Global Advisors's C Position: Q2 2026 in Review

O'Neil Global Advisors opened a new position in Citigroup (C) in Q2 2026: 4,552 shares worth $637K. The stake represents 0.14% of the portfolio and ranks #55 among its holdings. This is a return to the name: O'Neil Global Advisors previously reported a position in C as recently as Q2 2025.

O'Neil Global Advisors first reported a position in C in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.6M in Q2 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • O'Neil Global Advisors held 4,552 shares of Citigroup worth $637K as of Q2 2026.
  • Citigroup was a new O'Neil Global Advisors position in Q2 2026.
  • Citigroup made up 0.14% of O'Neil Global Advisors's portfolio in Q2 2026, its #55 holding.
  • O'Neil Global Advisors first reported a position in Citigroup in Q2 2025 and has held it in 2 quarters since.
  • O'Neil Global Advisors's Citigroup position peaked at $1.6M in Q2 2025.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on O'Neil Global Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.