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Realta Investment Advisors’s Citigroup C Stock Holding History

Realta 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 		$225K Sell
1,605
-2,946
-65% -$384K 0.07% 201
2026
Q1 		$516K Buy
4,551
+6
+0.1% +$683 0.18% 124
2025
Q4 		$530K Buy
4,545
+104
+2% +$10.8K 0.17% 123
2025
Q3 		$451K Sell
4,441
-144
-3% -$13.7K 0.15% 128
2025
Q2 		$390K Sell
4,585
-211
-4% -$15.3K 0.15% 127
2025
Q1 		$340K Sell
4,796
-632
-12% -$48.2K 0.16% 126
2024
Q4 		$385K Buy
5,428
+1,378
+34% +$92.9K 0.16% 124
2024
Q3 		$267K Sell
4,050
-7,337
-64% -$454K 0.12% 150
2024
Q2 		$723K Sell
11,387
-2,675
-19% -$165K 0.14% 161
2024
Q1 		$889K Sell
14,062
-1,073
-7% -$59.7K 0.18% 131
2023
Q4 		$779K Sell
15,135
-2,996
-17% -$133K 0.18% 140
2023
Q3 		$835K Sell
18,131
-192
-1% -$8.43K 0.19% 120
2023
Q2 		$844K Buy
18,323
+746
+4% +$34.9K 0.18% 128
2023
Q1 		$824K Sell
17,577
-5,835
-25% -$286K 0.2% 129
2022
Q4 		$1.06M Buy
23,412
+728
+3% +$33.1K 0.26% 96
2022
Q3 		$945K Buy
22,684
+4,965
+28% +$245K 0.25% 95
2022
Q2 		$830K Buy
17,719
+4,067
+30% +$203K 0.2% 118
2022
Q1 		$729K Buy
13,652
+1,565
+13% +$96.7K 0.15% 156
2021
Q4 		$730K Sell
12,087
-444
-4% -$29.5K 0.16% 154
2021
Q3 		$879K Buy
12,531
+883
+8% +$61.7K 0.21% 121
2021
Q2 		$824K Buy
11,648
+106
+0.9% +$7.84K 0.2% 135
2021
Q1 		$840K Buy
11,542
+447
+4% +$29.8K 0.22% 120
2020
Q4 		$684K Buy
11,095
+644
+6% +$32.7K 0.19% 122
2020
Q3 		$451K Buy
10,451
+2,752
+36% +$137K 0.15% 161
2020
Q2 		$393K Buy
7,699
+801
+12% +$38K 0.13% 201
2020
Q1 		$291K Sell
6,898
-2,980
-30% -$200K 0.13% 210
2019
Q4 		$763K Buy
9,878
+1,442
+17% +$107K 0.21% 114
2019
Q3 		$585K Sell
8,436
-1,871
-18% -$127K 0.16% 150
2019
Q2 		$724K Buy
10,307
+3,765
+58% +$252K 0.2% 120
2019
Q1 		$401K Buy
+6,542
New +$406K 0.18% 160

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

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

Realta Investment Advisors reduced its Citigroup (C) stake by 65% in Q2 2026, selling an estimated $384K and leaving 1,605 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #201.

Realta Investment Advisors first reported a position in C in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.06M in Q4 2022. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Realta Investment Advisors held 1,605 shares of Citigroup worth $225K as of Q2 2026.
  • Realta Investment Advisors sold 2,946 Citigroup shares in Q2 2026, an estimated $384K.
  • Citigroup made up 0.07% of Realta Investment Advisors's portfolio in Q2 2026, its #201 holding.
  • Realta Investment Advisors first reported a position in Citigroup in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's Citigroup position peaked at $1.06M in Q4 2022.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.