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Pinion Investment Advisors’s Citigroup C Stock Holding History

Pinion Investment 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 		$639K Buy
4,565
+1,580
+53% +$206K 0.12% 105
2026
Q1 		$339K Buy
2,985
+803
+37% +$91.4K 0.08% 137
2025
Q4 		$255K Buy
+2,182
New +$227K 0.06% 148

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 $3.38T AUM 44.17% 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

Pinion Investment Advisors's C Position: Q2 2026 in Review

Pinion Investment Advisors increased its Citigroup (C) stake by 53% in Q2 2026, buying an estimated $206K and bringing the position to 4,565 shares worth $639K. The position accounts for 0.12% of the portfolio, ranked #105.

Pinion Investment Advisors first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Pinion Investment Advisors held 4,565 shares of Citigroup worth $639K as of Q2 2026.
  • Pinion Investment Advisors bought 1,580 Citigroup shares in Q2 2026, an estimated $206K.
  • Citigroup made up 0.12% of Pinion Investment Advisors's portfolio in Q2 2026, its #105 holding.
  • Pinion Investment Advisors first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.