SSA
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Sierra Summit Advisors’s Citigroup C Stock Holding History

Sierra Summit Advisors’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 		$20.8M Buy
148,823
+23
+0% +$2.99K 2.33% 12
2026
Q1 		$16.9M Sell
148,800
-30,300
-17% -$3.45M 2.45% 7
2025
Q4 		$20.9M Buy
179,100
+2,013
+1% +$209K 3.2% 6
2025
Q3 		$18M Sell
177,087
-713
-0.4% -$67.7K 2.74% 8
2025
Q2 		$15.1M Buy
177,800
+11,818
+7% +$854K 2.69% 9
2025
Q1 		$11.8M Sell
165,982
-1,552
-0.9% -$118K 2.55% 8
2024
Q4 		$11.8M Buy
167,534
+163,743
+4,319% +$11M 2.37% 14
2024
Q3 		$237K Sell
3,791
-289
-7% -$17.9K 0.05% 132
2024
Q2 		$259K Sell
4,080
-1,180
-22% -$72.8K 0.06% 138
2024
Q1 		$333K Buy
5,260
+1,300
+33% +$72.3K 0.09% 122
2023
Q4 		$204K Buy
+3,960
New +$175K 0.06% 187

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

Sierra Summit Advisors's C Position: Q2 2026 in Review

Sierra Summit Advisors increased its Citigroup (C) stake by 0.02% in Q2 2026, buying an estimated $2.99K and bringing the position to 148,823 shares worth $20.8M. The position accounts for 2.33% of the portfolio, ranked #12.

Sierra Summit Advisors first reported a position in C in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.9M in Q4 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Sierra Summit Advisors held 148,823 shares of Citigroup worth $20.8M as of Q2 2026.
  • Sierra Summit Advisors bought 23 Citigroup shares in Q2 2026, an estimated $2.99K.
  • Citigroup made up 2.33% of Sierra Summit Advisors's portfolio in Q2 2026, its #12 holding.
  • Sierra Summit Advisors first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • Sierra Summit Advisors's Citigroup position peaked at $20.9M in Q4 2025.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.