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Satovsky Asset Management’s Citigroup C Stock Holding History

Satovsky Asset Management’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 		$277K Buy
1,981
+13
+0.7% +$1.69K 0.04% 59
2026
Q1 		$223K Buy
1,968
+18
+0.9% +$2.05K 0.04% 68
2025
Q4 		$228K Buy
+1,950
New +$203K 0.04% 66

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

Satovsky Asset Management's C Position: Q2 2026 in Review

Satovsky Asset Management increased its Citigroup (C) stake by 0.66% in Q2 2026, buying an estimated $1.69K and bringing the position to 1,981 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #59.

Satovsky Asset Management first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Satovsky Asset Management held 1,981 shares of Citigroup worth $277K as of Q2 2026.
  • Satovsky Asset Management bought 13 Citigroup shares in Q2 2026, an estimated $1.69K.
  • Citigroup made up 0.04% of Satovsky Asset Management's portfolio in Q2 2026, its #59 holding.
  • Satovsky Asset Management first reported a position in Citigroup in Q4 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 Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.