Stone House Investment Management’s Citigroup C Stock Holding History

Stone House Investment 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	$2.38K	Buy	17 +3	+21%	+$391	﹤0.01%	704
2026 Q1	$1.59K	Hold	14	–	–	﹤0.01%	631
2025 Q4	$1.63K	Buy	14 +6	+75%	+$623	﹤0.01%	577
2025 Q3	$812	Buy	+8	New	+$759	﹤0.01%	584
2023 Q2	–	Sell	-42	Closed	-$1.97K	–	341
2023 Q1	$1.97K	Buy	+42	New	+$2.06K	﹤0.01%	249
2019 Q2	–	Sell	-234	Closed	-$15K	–	52
2019 Q1	$15K	Buy	+234	New	+$14.5K	0.01%	143

Other funds holding C

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stone House Investment Management's C Position: Q2 2026 in Review

Stone House Investment Management increased its Citigroup (C) stake by 21% in Q2 2026, buying an estimated $391 and bringing the position to 17 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Stone House Investment Management first reported a position in C in Q1 2019 and has held it in 6 quarters since. The position peaked at $15K in Q1 2019. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

Stone House Investment Management held 17 shares of Citigroup worth $2.38K as of Q2 2026.
Stone House Investment Management bought 3 Citigroup shares in Q2 2026, an estimated $391.
Citigroup made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #704 holding.
Stone House Investment Management first reported a position in Citigroup in Q1 2019 and has held it in 6 quarters since.
Stone House Investment Management's Citigroup position peaked at $15K in Q1 2019.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.