R Squared’s Citigroup C Stock Holding History

R Squared’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	$2.65M	Buy	18,911 +4,492	+31%	+$585K	1.39%	4
2026 Q1	$1.64M	Buy	14,419 +9,016	+167%	+$1.03M	0.9%	13
2025 Q4	$630K	Sell	5,403 -1,653	-23%	-$172K	0.29%	91
2025 Q3	$716K	Sell	7,056 -1,326	-16%	-$126K	0.31%	83
2025 Q2	$713K	Buy	8,382 +5,032	+150%	+$364K	0.39%	59
2025 Q1	$238K	Sell	3,350 -8,940	-73%	-$682K	0.25%	167
2024 Q4	$865K	Buy	+12,290	New	+$828K	0.84%	8

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

R Squared's C Position: Q2 2026 in Review

R Squared increased its Citigroup (C) stake by 31% in Q2 2026, buying an estimated $585K and bringing the position to 18,911 shares worth $2.65M. The position accounts for 1.39% of the portfolio, ranked #4.

R Squared first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

R Squared held 18,911 shares of Citigroup worth $2.65M as of Q2 2026.
R Squared bought 4,492 Citigroup shares in Q2 2026, an estimated $585K.
Citigroup made up 1.39% of R Squared's portfolio in Q2 2026, its #4 holding.
R Squared first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.