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Sightline Wealth Advisors’s Citigroup C Stock Holding History

Sightline Wealth 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 		$704K Buy
5,028
+20
+0.4% +$2.6K 0.26% 47
2026
Q1 		$568K Buy
5,008
+22
+0.4% +$2.5K 0.24% 49
2025
Q4 		$582K Buy
4,986
+24
+0.5% +$2.49K 0.25% 55
2025
Q3 		$504K Buy
4,962
+25
+0.5% +$2.37K 0.23% 54
2025
Q2 		$420K Buy
4,937
+31
+0.6% +$2.24K 0.2% 58
2025
Q1 		$348K Buy
4,906
+29
+0.6% +$2.21K 0.18% 62
2024
Q4 		$343K Buy
4,877
+32
+0.7% +$2.16K 0.19% 62
2024
Q3 		$303K Buy
4,845
+35
+0.7% +$2.16K 0.17% 64
2024
Q2 		$305K Buy
4,810
+33
+0.7% +$2.04K 0.19% 62
2024
Q1 		$302K Buy
4,777
+36
+0.8% +$2K 0.2% 62
2023
Q4 		$244K Buy
+4,741
New +$210K 0.19% 62
2023
Q3 		– Sell
-4,606
Closed -$216K – 72
2023
Q2 		$216K Hold
4,606
– – 0.21% 51
2023
Q1 		$216K Sell
4,606
-58
-1% -$2.85K 0.22% 49
2022
Q4 		$211K Buy
+4,664
New +$212K 0.23% 54
2022
Q1 		– Sell
-3,581
Closed -$221K – 56
2021
Q4 		$221K Buy
3,581
+28
+0.8% +$1.86K 0.2% 47
2021
Q3 		$249K Buy
3,553
+25
+0.7% +$1.75K 0.21% 43
2021
Q2 		$250K Buy
3,528
+22
+0.6% +$1.63K 0.21% 47
2021
Q1 		$256K Buy
3,506
+25
+0.7% +$1.67K 0.24% 44
2020
Q4 		$215K Buy
+3,481
New +$177K 0.21% 50

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

Sightline Wealth Advisors's C Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Citigroup (C) stake by 0.4% in Q2 2026, buying an estimated $2.6K and bringing the position to 5,028 shares worth $704K. The position accounts for 0.26% of the portfolio, ranked #47.

Sightline Wealth Advisors first reported a position in C in Q4 2020 and has held it in 19 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Sightline Wealth Advisors held 5,028 shares of Citigroup worth $704K as of Q2 2026.
  • Sightline Wealth Advisors bought 20 Citigroup shares in Q2 2026, an estimated $2.6K.
  • Citigroup made up 0.26% of Sightline Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Sightline Wealth Advisors first reported a position in Citigroup in Q4 2020 and has held it in 19 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.