Secure Asset Management’s Citigroup C Stock Holding History

Secure 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	$317K	Sell	2,264 -418	-16%	-$54.4K	0.04%	248
2026 Q1	$304K	Sell	2,682 -625	-19%	-$71.2K	0.05%	244
2025 Q4	$386K	Buy	3,307 +101	+3%	+$10.5K	0.06%	231
2025 Q3	$316K	Sell	3,206 -84	-3%	-$7.97K	0.05%	239
2025 Q2	$280K	Buy	3,290 +118	+4%	+$8.53K	0.05%	254
2025 Q1	$225K	Sell	3,172 -206	-6%	-$15.7K	0.05%	276
2024 Q4	$238K	Buy	+3,378	New	+$228K	0.04%	288
2023 Q4	–	Sell	-24,814	Closed	-$1.02M	–	227
2023 Q3	$1.02M	Buy	24,814 +4,455	+22%	+$196K	0.31%	87
2023 Q2	$937K	Buy	20,359 +898	+5%	+$42.1K	0.28%	85
2023 Q1	$913K	Buy	19,461 +749	+4%	+$36.8K	0.3%	82
2022 Q4	$846K	Buy	18,712 +13,377	+251%	+$608K	0.3%	84
2022 Q3	$222K	Buy	5,335 +720	+16%	+$35.6K	0.12%	131
2022 Q2	$212K	Buy	+4,615	New	+$231K	0.12%	151

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

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

Secure Asset Management reduced its Citigroup (C) stake by 16% in Q2 2026, selling an estimated $54.4K and leaving 2,264 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #248.

Secure Asset Management first reported a position in C in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.02M in Q3 2023. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Secure Asset Management held 2,264 shares of Citigroup worth $317K as of Q2 2026.
Secure Asset Management sold 418 Citigroup shares in Q2 2026, an estimated $54.4K.
Citigroup made up 0.04% of Secure Asset Management's portfolio in Q2 2026, its #248 holding.
Secure Asset Management first reported a position in Citigroup in Q2 2022 and has held it in 13 quarters since.
Secure Asset Management's Citigroup position peaked at $1.02M in Q3 2023.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.