Seven Mile Advisory’s Citigroup C Stock Holding History

Seven Mile Advisory’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	$572K	Sell	4,085 -199	-5%	-$25.9K	0.38%	49
2026 Q1	$486K	Sell	4,284 -931	-18%	-$106K	0.35%	59
2025 Q4	$609K	Sell	5,215 -260	-5%	-$27K	0.1%	94
2025 Q3	$556K	Buy	5,475 +1,607	+42%	+$152K	0.09%	122
2025 Q2	$329K	Sell	3,868 -99	-2%	-$7.16K	0.2%	108
2025 Q1	$282K	Buy	3,967 +126	+3%	+$9.61K	0.19%	120
2024 Q4	$270K	Sell	3,841 -197	-5%	-$13.3K	0.17%	112
2024 Q3	$253K	Buy	4,038 +29	+0.7%	+$1.79K	0.17%	126
2024 Q2	$254K	Buy	4,009 +211	+6%	+$13K	0.19%	116
2024 Q1	$240K	Sell	3,798 -4,529	-54%	-$252K	0.18%	123
2023 Q4	$428K	Buy	8,327 +1,669	+25%	+$73.9K	0.37%	59
2023 Q3	$274K	Sell	6,658 -591	-8%	-$25.9K	0.29%	80
2023 Q2	$334K	Buy	+7,249	New	+$340K	0.39%	65

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

Seven Mile Advisory's C Position: Q2 2026 in Review

Seven Mile Advisory reduced its Citigroup (C) stake by 4.6% in Q2 2026, selling an estimated $25.9K and leaving 4,085 shares worth $572K. The position accounts for 0.38% of the portfolio, ranked #49.

Seven Mile Advisory first reported a position in C in Q2 2023 and has held it in 13 quarters since. The position peaked at $609K in Q4 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Seven Mile Advisory held 4,085 shares of Citigroup worth $572K as of Q2 2026.
Seven Mile Advisory sold 199 Citigroup shares in Q2 2026, an estimated $25.9K.
Citigroup made up 0.38% of Seven Mile Advisory's portfolio in Q2 2026, its #49 holding.
Seven Mile Advisory first reported a position in Citigroup in Q2 2023 and has held it in 13 quarters since.
Seven Mile Advisory's Citigroup position peaked at $609K in Q4 2025.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.