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Savvy Advisors Inc’s Citigroup C Stock Holding History

Savvy Advisors Inc’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 		$3.32M Buy
23,720
+1,826
+8% +$238K 0.07% 218
2026
Q1 		$2.48M Buy
21,894
+4,767
+28% +$543K 0.07% 229
2025
Q4 		$2M Buy
17,127
+3,119
+22% +$324K 0.06% 226
2025
Q3 		$1.42M Buy
14,008
+1,577
+13% +$150K 0.07% 207
2025
Q2 		$1.06M Buy
12,431
+3,134
+34% +$227K 0.07% 209
2025
Q1 		$660K Sell
9,297
-164
-2% -$12.5K 0.07% 236
2024
Q4 		$666K Sell
9,461
-1,495
-14% -$101K 0.08% 205
2024
Q3 		$686K Buy
10,956
+2,764
+34% +$171K 0.14% 149
2024
Q2 		$520K Buy
8,192
+857
+12% +$52.8K 0.17% 139
2024
Q1 		$464K Sell
7,335
-152
-2% -$8.46K 0.27% 101
2023
Q4 		$385K Buy
+7,487
New +$331K 0.37% 80

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 $3.37T AUM 44.26% 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

Savvy Advisors Inc's C Position: Q2 2026 in Review

Savvy Advisors Inc increased its Citigroup (C) stake by 8.3% in Q2 2026, buying an estimated $238K and bringing the position to 23,720 shares worth $3.32M. The position accounts for 0.07% of the portfolio, ranked #218.

Savvy Advisors Inc first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Savvy Advisors Inc held 23,720 shares of Citigroup worth $3.32M as of Q2 2026.
  • Savvy Advisors Inc bought 1,826 Citigroup shares in Q2 2026, an estimated $238K.
  • Citigroup made up 0.07% of Savvy Advisors Inc's portfolio in Q2 2026, its #218 holding.
  • Savvy Advisors Inc first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.