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Smartleaf Asset Management’s Citigroup C Stock Holding History

Smartleaf 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 		$3.86M Hold
27,097
– – 0.13% 145
2026
Q1 		$2.91M Buy
27,097
+248
+0.9% +$28.2K 0.11% 175
2025
Q4 		$3.15M Buy
26,849
+3,995
+17% +$415K 0.12% 154
2025
Q3 		$2.36M Buy
22,854
+5,833
+34% +$553K 0.15% 149
2025
Q2 		$1.44M Sell
17,021
-3,376
-17% -$244K 0.13% 185
2025
Q1 		$1.43M Buy
20,397
+56
+0.3% +$4.27K 0.14% 166
2024
Q4 		$1.43M Buy
20,341
+4,597
+29% +$310K 0.15% 157
2024
Q3 		$974K Buy
15,744
+3,626
+30% +$224K 0.12% 195
2024
Q2 		$746K Buy
12,118
+2,286
+23% +$141K 0.12% 190
2024
Q1 		$617K Buy
9,832
+4,430
+82% +$247K 0.12% 193
2023
Q4 		$275K Buy
+5,402
New +$239K 0.07% 264

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

Smartleaf Asset Management's C Position: Q2 2026 in Review

Smartleaf Asset Management held its Citigroup (C) position steady in Q2 2026 at 27,097 shares worth $3.86M. The position accounts for 0.13% of the portfolio, ranked #145.

Smartleaf Asset Management first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,641 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Smartleaf Asset Management held 27,097 shares of Citigroup worth $3.86M as of Q2 2026.
  • Smartleaf Asset Management left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.13% of Smartleaf Asset Management's portfolio in Q2 2026, its #145 holding.
  • Smartleaf Asset Management first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,641 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.