Sage Investment Advisers’s Citigroup C Stock Holding History

Sage Investment Advisers’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	$604K	Hold	4,318	–	–	0.41%	50
2026 Q1	$498K	Sell	4,318 -902	-17%	-$103K	0.37%	55
2025 Q4	$609K	Buy	+5,220	New	+$542K	0.46%	51
2022 Q4	–	Sell	-5,880	Closed	-$245K	–	66
2022 Q3	$245K	Buy	5,880 +727	+14%	+$35.9K	0.39%	53
2022 Q2	$237K	Buy	5,153 +186	+4%	+$9.3K	0.37%	56
2022 Q1	$265K	Buy	4,967 +61	+1%	+$3.77K	0.35%	57
2021 Q4	$296K	Buy	+4,906	New	+$326K	0.38%	55

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 $3.37T AUM 44.26% 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

Sage Investment Advisers's C Position: Q2 2026 in Review

Sage Investment Advisers held its Citigroup (C) position steady in Q2 2026 at 4,318 shares worth $604K. The position accounts for 0.41% of the portfolio, ranked #50.

Sage Investment Advisers first reported a position in C in Q4 2021 and has held it in 7 quarters since. The position peaked at $609K in Q4 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Sage Investment Advisers held 4,318 shares of Citigroup worth $604K as of Q2 2026.
Sage Investment Advisers left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.41% of Sage Investment Advisers's portfolio in Q2 2026, its #50 holding.
Sage Investment Advisers first reported a position in Citigroup in Q4 2021 and has held it in 7 quarters since.
Sage Investment Advisers's Citigroup position peaked at $609K in Q4 2025.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.