PA
C icon

PSI Advisors’s Citigroup C Stock Holding History

PSI 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 		$514K Sell
3,673
-379
-9% -$49.3K 0.12% 95
2026
Q1 		$460K Buy
4,052
+600
+17% +$68.3K 0.11% 94
2025
Q4 		$403K Buy
3,452
+50
+1% +$5.19K 0.1% 89
2025
Q3 		$345K Sell
3,402
-237
-7% -$22.5K 0.09% 100
2025
Q2 		$310K Sell
3,639
-1,141
-24% -$82.5K 0.15% 80
2025
Q1 		$339K Sell
4,780
-13,327
-74% -$1.02M 0.11% 89
2024
Q4 		$1.27M Sell
18,107
-860
-5% -$58K 0.38% 41
2024
Q3 		$1.19M Sell
18,967
-840
-4% -$51.9K 0.35% 48
2024
Q2 		$1.26M Sell
19,807
-2,303
-10% -$142K 0.4% 44
2024
Q1 		$1.4M Sell
22,110
-771
-3% -$42.9K 0.51% 37
2023
Q4 		$1.18M Sell
22,881
-1,145
-5% -$50.7K 0.44% 41
2023
Q3 		$988K Sell
24,026
-135
-0.6% -$5.92K 0.43% 41
2023
Q2 		$1.11M Buy
24,161
+700
+3% +$32.8K 0.49% 42
2023
Q1 		$1.1M Sell
23,461
-600
-2% -$29.4K 0.53% 37
2022
Q4 		$1.09M Sell
24,061
-816
-3% -$37.1K 0.58% 35
2022
Q3 		$1.04M Sell
24,877
-3,170
-11% -$157K 0.54% 37
2022
Q2 		$1.29M Buy
28,047
+2,055
+8% +$103K 0.63% 36
2022
Q1 		$1.39M Buy
25,992
+823
+3% +$50.8K 0.57% 37
2021
Q4 		$1.54M Buy
25,169
+13,938
+124% +$927K 0.63% 31
2021
Q3 		$788K Buy
11,231
+6,154
+121% +$430K 0.36% 59
2021
Q2 		$359K Buy
5,077
+1,875
+59% +$139K 0.19% 97
2021
Q1 		$232K Buy
+3,202
New +$214K 0.14% 117
2020
Q1 		– Sell
-1,843
Closed -$147K – 171
2019
Q4 		$147K Buy
+1,843
New +$136K 0.09% 149

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

PSI Advisors's C Position: Q2 2026 in Review

PSI Advisors reduced its Citigroup (C) stake by 9.4% in Q2 2026, selling an estimated $49.3K and leaving 3,673 shares worth $514K. The position accounts for 0.12% of the portfolio, ranked #95.

PSI Advisors first reported a position in C in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.54M in Q4 2021. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • PSI Advisors held 3,673 shares of Citigroup worth $514K as of Q2 2026.
  • PSI Advisors sold 379 Citigroup shares in Q2 2026, an estimated $49.3K.
  • Citigroup made up 0.12% of PSI Advisors's portfolio in Q2 2026, its #95 holding.
  • PSI Advisors first reported a position in Citigroup in Q4 2019 and has held it in 23 quarters since.
  • PSI Advisors's Citigroup position peaked at $1.54M in Q4 2021.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.