Signature Estate & Investment Advisors’s Citigroup C Stock Holding History

Signature Estate & Investment 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	$70.8M	Buy	505,602 +85,740	+20%	+$11.2M	1.27%	21
2026 Q1	$47.6M	Buy	419,862 +416,484	+12,329%	+$47.4M	0.96%	25
2025 Q4	$394K	Buy	3,378 +19	+0.6%	+$1.97K	0.01%	437
2025 Q3	$341K	Buy	3,359 +354	+12%	+$33.6K	0.01%	462
2025 Q2	$256K	Buy	+3,005	New	+$217K	0.01%	499
2017 Q2	–	Sell	-2,049	Closed	-$123K	–	152
2017 Q1	$123K	Buy	+2,049	New	+$121K	0.02%	177
2016 Q4	–	Sell	-2,660	Closed	-$126K	–	158
2016 Q3	$126K	Sell	2,660 -87	-3%	-$3.96K	0.02%	142
2016 Q2	$116K	Buy	+2,747	New	+$121K	0.02%	156

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Signature Estate & Investment Advisors's C Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Citigroup (C) stake by 20% in Q2 2026, buying an estimated $11.2M and bringing the position to 505,602 shares worth $70.8M. The position accounts for 1.27% of the portfolio, ranked #21.

Signature Estate & Investment Advisors first reported a position in C in Q2 2016 and has held it in 8 quarters since. 1,647 funds tracked by Wall St. Rank hold C as of Q2 2026.

Signature Estate & Investment Advisors held 505,602 shares of Citigroup worth $70.8M as of Q2 2026.
Signature Estate & Investment Advisors bought 85,740 Citigroup shares in Q2 2026, an estimated $11.2M.
Citigroup made up 1.27% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #21 holding.
Signature Estate & Investment Advisors first reported a position in Citigroup in Q2 2016 and has held it in 8 quarters since.
1,647 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.