Shulman DeMeo Asset Management’s Citigroup C Stock Holding History

Shulman DeMeo 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	$571K	Sell	4,083 -20	-0.5%	-$2.6K	0.11%	68
2026 Q1	$465K	Buy	+4,103	New	+$467K	0.1%	74
2021 Q2	–	Sell	-3,036	Closed	-$221K	–	75
2021 Q1	$221K	Buy	+3,036	New	+$203K	0.06%	123

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

Shulman DeMeo Asset Management's C Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Citigroup (C) stake by 0.49% in Q2 2026, selling an estimated $2.6K and leaving 4,083 shares worth $571K. The position accounts for 0.11% of the portfolio, ranked #68.

Shulman DeMeo Asset Management first reported a position in C in Q1 2021 and has held it in 3 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Shulman DeMeo Asset Management held 4,083 shares of Citigroup worth $571K as of Q2 2026.
Shulman DeMeo Asset Management sold 20 Citigroup shares in Q2 2026, an estimated $2.6K.
Citigroup made up 0.11% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #68 holding.
Shulman DeMeo Asset Management first reported a position in Citigroup in Q1 2021 and has held it in 3 quarters since.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.