SageView Advisory Group’s Citigroup C Stock Holding History

SageView 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	$1.86M	Buy	13,276 +846	+7%	+$110K	0.06%	162
2026 Q1	$1.41M	Buy	12,430 +243	+2%	+$27.7K	0.05%	189
2025 Q4	$1.42M	Buy	12,187 +796	+7%	+$82.7K	0.05%	207
2025 Q3	$1.16M	Buy	11,391 +1,216	+12%	+$115K	0.04%	250
2025 Q2	$972K	Buy	10,175 +604	+6%	+$43.7K	0.04%	248
2025 Q1	$679K	Buy	9,571 +6	+0.1%	+$458	0.03%	282
2024 Q4	$673K	Buy	9,565 +688	+8%	+$46.4K	0.03%	288
2024 Q3	$556K	Sell	8,877 -4,950	-36%	-$306K	0.03%	287
2024 Q2	$877K	Buy	13,827 +4,312	+45%	+$266K	0.04%	245
2024 Q1	$602K	Sell	9,515 -4,846	-34%	-$270K	0.03%	283
2023 Q4	$820K	Buy	14,361 +4,807	+50%	+$213K	0.04%	290
2023 Q3	$393K	Sell	9,554 -1,574	-14%	-$69.1K	0.02%	366
2023 Q2	$512K	Buy	+11,128	New	+$521K	0.03%	351

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

SageView Advisory Group's C Position: Q2 2026 in Review

SageView Advisory Group increased its Citigroup (C) stake by 6.8% in Q2 2026, buying an estimated $110K and bringing the position to 13,276 shares worth $1.86M. The position accounts for 0.06% of the portfolio, ranked #162.

SageView Advisory Group first reported a position in C in Q2 2023 and has held it in 13 quarters since. 2,640 funds tracked by Wall St. Rank hold C as of Q2 2026.

SageView Advisory Group held 13,276 shares of Citigroup worth $1.86M as of Q2 2026.
SageView Advisory Group bought 846 Citigroup shares in Q2 2026, an estimated $110K.
Citigroup made up 0.06% of SageView Advisory Group's portfolio in Q2 2026, its #162 holding.
SageView Advisory Group first reported a position in Citigroup in Q2 2023 and has held it in 13 quarters since.
2,640 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.