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Private Advisory Group’s Citigroup C Stock Holding History

Private 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 		$238K Sell
1,704
-232
-12% -$30.2K 0.01% 276
2026
Q1 		$220K Buy
+1,936
New +$220K 0.01% 268
2025
Q2 		– Sell
-69,581
Closed -$4.94M – 208
2025
Q1 		$4.94M Buy
69,581
+11,978
+21% +$913K 0.55% 54
2024
Q4 		$4.05M Sell
57,603
-2,605
-4% -$176K 0.45% 57
2024
Q3 		$3.77M Buy
+60,208
New +$3.72M 0.45% 52

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

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

Private Advisory Group reduced its Citigroup (C) stake by 12% in Q2 2026, selling an estimated $30.2K and leaving 1,704 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #276.

Private Advisory Group first reported a position in C in Q3 2024 and has held it in 5 quarters since. The position peaked at $4.94M in Q1 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Private Advisory Group held 1,704 shares of Citigroup worth $238K as of Q2 2026.
  • Private Advisory Group sold 232 Citigroup shares in Q2 2026, an estimated $30.2K.
  • Citigroup made up 0.01% of Private Advisory Group's portfolio in Q2 2026, its #276 holding.
  • Private Advisory Group first reported a position in Citigroup in Q3 2024 and has held it in 5 quarters since.
  • Private Advisory Group's Citigroup position peaked at $4.94M in Q1 2025.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.