Johnson Dunn Capital Advisors Inc’s Citigroup C Stock Holding History

Johnson Dunn Capital Advisors Inc’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 Q3	$2.26M	Buy	+17,472	New	+$2.35M	1.61%	16

Other funds holding C

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Johnson Dunn Capital Advisors Inc's C Position: Q3 2026 in Review

Johnson Dunn Capital Advisors Inc opened a new position in Citigroup (C) in Q3 2026: 17,472 shares worth $2.26M. The stake represents 1.61% of the portfolio and ranks #16 among its holdings.

2,002 funds tracked by Wall St. Rank hold C as of Q3 2026.

Johnson Dunn Capital Advisors Inc held 17,472 shares of Citigroup worth $2.26M as of Q3 2026.
Citigroup was a new Johnson Dunn Capital Advisors Inc position in Q3 2026.
Citigroup made up 1.61% of Johnson Dunn Capital Advisors Inc's portfolio in Q3 2026, its #16 holding.
2,002 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Johnson Dunn Capital Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.