Resonant Capital Advisors’s Citigroup C Stock Holding History

Resonant Capital 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	$1.15M	Buy	8,227 +416	+5%	+$54.2K	0.06%	174
2026 Q1	$886K	Buy	7,811 +1,354	+21%	+$154K	0.05%	185
2025 Q4	$753K	Buy	6,457 +110	+2%	+$11.4K	0.04%	192
2025 Q3	$644K	Buy	6,347 +230	+4%	+$21.8K	0.04%	215
2025 Q2	$521K	Buy	6,117 +2,353	+63%	+$170K	0.03%	233
2025 Q1	$267K	Buy	3,764 +168	+5%	+$12.8K	0.02%	307
2024 Q4	$253K	Buy	+3,596	New	+$242K	0.02%	302
2021 Q4	–	Sell	-2,974	Closed	-$209K	–	206
2021 Q3	$209K	Buy	+2,974	New	+$208K	0.04%	185
2020 Q1	–	Sell	-2,887	Closed	-$231K	–	194
2019 Q4	$231K	Buy	+2,887	New	+$213K	0.07%	189

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Resonant Capital Advisors's C Position: Q2 2026 in Review

Resonant Capital Advisors increased its Citigroup (C) stake by 5.3% in Q2 2026, buying an estimated $54.2K and bringing the position to 8,227 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #174.

Resonant Capital Advisors first reported a position in C in Q4 2019 and has held it in 9 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

Resonant Capital Advisors held 8,227 shares of Citigroup worth $1.15M as of Q2 2026.
Resonant Capital Advisors bought 416 Citigroup shares in Q2 2026, an estimated $54.2K.
Citigroup made up 0.06% of Resonant Capital Advisors's portfolio in Q2 2026, its #174 holding.
Resonant Capital Advisors first reported a position in Citigroup in Q4 2019 and has held it in 9 quarters since.
1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.