Safeguard Investment Advisory Group’s Citigroup C Stock Holding History

Safeguard Investment Advisory Group’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	$229K	Buy	+1,634	New	+$213K	0.05%	157
2025 Q2	–	Sell	-3,458	Closed	-$246K	–	146
2025 Q1	$246K	Buy	+3,458	New	+$264K	0.07%	115
2024 Q1	–	Sell	-3,922	Closed	-$202K	–	108
2023 Q4	$202K	Buy	+3,922	New	+$174K	0.08%	96
2023 Q3	–	Sell	-4,375	Closed	-$201K	–	98
2023 Q2	$201K	Sell	4,375 -850	-16%	-$39.8K	0.09%	97
2023 Q1	$245K	Sell	5,225 -1,060	-17%	-$52K	0.12%	83
2022 Q4	$284K	Buy	6,285 +416	+7%	+$18.9K	0.18%	75
2022 Q3	$244K	Buy	+5,869	New	+$290K	0.17%	78
2021 Q1	–	Sell	-368	Closed	-$22K	–	172
2020 Q4	$22K	Buy	+368	New	+$18.7K	0.02%	294

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 $3.38T AUM 44.17% 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

Safeguard Investment Advisory Group's C Position: Q2 2026 in Review

Safeguard Investment Advisory Group opened a new position in Citigroup (C) in Q2 2026: 1,634 shares worth $229K. The stake represents 0.05% of the portfolio and ranks #157 among its holdings. This is a return to the name: Safeguard Investment Advisory Group previously reported a position in C as recently as Q1 2025.

Safeguard Investment Advisory Group first reported a position in C in Q4 2020 and has held it in 8 quarters since. The position peaked at $284K in Q4 2022. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

Safeguard Investment Advisory Group held 1,634 shares of Citigroup worth $229K as of Q2 2026.
Citigroup was a new Safeguard Investment Advisory Group position in Q2 2026.
Citigroup made up 0.05% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #157 holding.
Safeguard Investment Advisory Group first reported a position in Citigroup in Q4 2020 and has held it in 8 quarters since.
Safeguard Investment Advisory Group's Citigroup position peaked at $284K in Q4 2022.
2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.