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Relyea Zuckerberg Hanson’s Citigroup C Stock Holding History

Relyea Zuckerberg Hanson’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 		$879K Buy
6,282
+191
+3% +$24.9K 0.07% 121
2026
Q1 		$691K Buy
6,091
+95
+2% +$10.8K 0.07% 132
2025
Q4 		$700K Buy
5,996
+54
+0.9% +$5.61K 0.07% 126
2025
Q3 		$603K Sell
5,942
-74
-1% -$7.02K 0.06% 133
2025
Q2 		$512K Buy
6,016
+225
+4% +$16.3K 0.06% 148
2025
Q1 		$411K Buy
5,791
+176
+3% +$13.4K 0.06% 173
2024
Q4 		$395K Buy
5,615
+92
+2% +$6.2K 0.05% 171
2024
Q3 		$346K Buy
5,523
+253
+5% +$15.6K 0.05% 181
2024
Q2 		$334K Buy
5,270
+170
+3% +$10.5K 0.06% 172
2024
Q1 		$323K Buy
5,100
+248
+5% +$13.8K 0.06% 173
2023
Q4 		$250K Buy
+4,852
New +$215K 0.05% 187
2023
Q3 		– Sell
-5,558
Closed -$256K – 196
2023
Q2 		$256K Buy
5,558
+96
+2% +$4.5K 0.06% 171
2023
Q1 		$256K Buy
+5,462
New +$268K 0.06% 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

Relyea Zuckerberg Hanson's C Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Citigroup (C) stake by 3.1% in Q2 2026, buying an estimated $24.9K and bringing the position to 6,282 shares worth $879K. The position accounts for 0.07% of the portfolio, ranked #121.

Relyea Zuckerberg Hanson first reported a position in C in Q1 2023 and has held it in 13 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Relyea Zuckerberg Hanson held 6,282 shares of Citigroup worth $879K as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 191 Citigroup shares in Q2 2026, an estimated $24.9K.
  • Citigroup made up 0.07% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #121 holding.
  • Relyea Zuckerberg Hanson first reported a position in Citigroup in Q1 2023 and has held it in 13 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.