PDL
C icon

Portfolio Design Labs’s Citigroup C Stock Holding History

Portfolio Design Labs’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 		$1.55M Sell
11,088
-33
-0.3% -$4.3K 0.25% 78
2026
Q1 		$1.26M Sell
11,121
-4,837
-30% -$551K 0.22% 94
2025
Q4 		$1.86M Buy
15,958
+996
+7% +$103K 0.31% 77
2025
Q3 		$1.52M Buy
+14,962
New +$1.42M 0.26% 89

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

Portfolio Design Labs's C Position: Q2 2026 in Review

Portfolio Design Labs reduced its Citigroup (C) stake by 0.3% in Q2 2026, selling an estimated $4.3K and leaving 11,088 shares worth $1.55M. The position accounts for 0.25% of the portfolio, ranked #78.

Portfolio Design Labs first reported a position in C in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.86M in Q4 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Portfolio Design Labs held 11,088 shares of Citigroup worth $1.55M as of Q2 2026.
  • Portfolio Design Labs sold 33 Citigroup shares in Q2 2026, an estimated $4.3K.
  • Citigroup made up 0.25% of Portfolio Design Labs's portfolio in Q2 2026, its #78 holding.
  • Portfolio Design Labs first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • Portfolio Design Labs's Citigroup position peaked at $1.86M in Q4 2025.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.