SIC
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Sigma Investment Counselors’s Citigroup C Stock Holding History

Sigma Investment Counselors’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 		$495K Buy
+3,536
New +$460K 0.02% 139
2026
Q1 		– Sell
-1,797
Closed -$210K – 198
2025
Q4 		$210K Buy
+1,797
New +$187K 0.01% 198

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 $3.38T AUM 44.17% 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

Sigma Investment Counselors's C Position: Q2 2026 in Review

Sigma Investment Counselors opened a new position in Citigroup (C) in Q2 2026: 3,536 shares worth $495K. The stake represents 0.02% of the portfolio and ranks #139 among its holdings. This is a return to the name: Sigma Investment Counselors previously reported a position in C as recently as Q4 2025.

Sigma Investment Counselors first reported a position in C in Q4 2025 and has held it in 2 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Sigma Investment Counselors held 3,536 shares of Citigroup worth $495K as of Q2 2026.
  • Citigroup was a new Sigma Investment Counselors position in Q2 2026.
  • Citigroup made up 0.02% of Sigma Investment Counselors's portfolio in Q2 2026, its #139 holding.
  • Sigma Investment Counselors first reported a position in Citigroup in Q4 2025 and has held it in 2 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.