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Saranac Partners’s Citigroup C Stock Holding History

Saranac Partners’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 		$434K Sell
3,100
-245
-7% -$31.9K 0.13% 79
2026
Q1 		$344K Buy
+3,345
New +$381K 0.15% 73
2025
Q4 		– Sell
-1,365
Closed -$139K – 91
2025
Q3 		$139K Buy
+1,365
New +$130K 0.03% 223

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Saranac Partners's C Position: Q2 2026 in Review

Saranac Partners reduced its Citigroup (C) stake by 7.3% in Q2 2026, selling an estimated $31.9K and leaving 3,100 shares worth $434K. The position accounts for 0.13% of the portfolio, ranked #79.

Saranac Partners first reported a position in C in Q3 2025 and has held it in 3 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Saranac Partners held 3,100 shares of Citigroup worth $434K as of Q2 2026.
  • Saranac Partners sold 245 Citigroup shares in Q2 2026, an estimated $31.9K.
  • Citigroup made up 0.13% of Saranac Partners's portfolio in Q2 2026, its #79 holding.
  • Saranac Partners first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Saranac Partners's 13F filing for Q2 2026, filed 13 Aug 2026.