SIA
C icon

Schear Investment Advisers’s Citigroup C Stock Holding History

Schear 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 		$5.57M Buy
39,824
+1,780
+5% +$232K 1.86% 16
2026
Q1 		$4.31M Sell
38,044
-89
-0.2% -$10.1K 1.9% 17
2025
Q4 		$4.45M Buy
38,133
+411
+1% +$42.7K 1.92% 14
2025
Q3 		$3.83M Buy
37,722
+304
+0.8% +$28.8K 1.71% 16
2025
Q2 		$3.19M Buy
37,418
+972
+3% +$70.3K 1.58% 17
2025
Q1 		$2.59M Buy
36,446
+2,839
+8% +$216K 1.49% 15
2024
Q4 		$2.37M Buy
33,607
+2,389
+8% +$161K 1.26% 20
2024
Q3 		$1.95M Buy
31,218
+4,443
+17% +$275K 1.21% 23
2024
Q2 		$1.7M Buy
26,775
+6,542
+32% +$403K 1.23% 22
2024
Q1 		$1.28M Buy
+20,233
New +$1.13M 1.03% 30

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

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

Schear Investment Advisers increased its Citigroup (C) stake by 4.7% in Q2 2026, buying an estimated $232K and bringing the position to 39,824 shares worth $5.57M. The position accounts for 1.86% of the portfolio, ranked #16.

Schear Investment Advisers first reported a position in C in Q1 2024 and has held it in 10 quarters since. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Schear Investment Advisers held 39,824 shares of Citigroup worth $5.57M as of Q2 2026.
  • Schear Investment Advisers bought 1,780 Citigroup shares in Q2 2026, an estimated $232K.
  • Citigroup made up 1.86% of Schear Investment Advisers's portfolio in Q2 2026, its #16 holding.
  • Schear Investment Advisers first reported a position in Citigroup in Q1 2024 and has held it in 10 quarters since.
  • 2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.