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Strategic Investment Solutions’s Citigroup C Stock Holding History

Strategic Investment Solutions’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 		$56.5K Buy
404
+1
+0.2% +$130 0.01% 253
2026
Q1 		$45.7K Buy
403
+2
+0.5% +$228 0.01% 269
2025
Q4 		$46.8K Sell
401
-6
-1% -$623 0.01% 251
2025
Q3 		$41.3K Buy
407
+2
+0.5% +$190 0.01% 232
2025
Q2 		$34.5K Sell
405
-184
-31% -$13.3K 0.01% 247
2025
Q1 		$41.8K Buy
589
+12
+2% +$915 0.01% 217
2024
Q4 		$35.3K Buy
577
+104
+22% +$7.01K 0.01% 246
2024
Q3 		$29.6K Buy
473
+3
+0.6% +$186 0.01% 242
2024
Q2 		$30.5K Buy
+470
New +$29K 0.01% 224
2023
Q4 		$23.9K Sell
465
-11,253
-96% -$498K ﹤0.01% 622
2023
Q3 		$514K Buy
11,718
+11,532
+6,200% +$506K 0.01% 390
2023
Q2 		$8.34K Sell
186
-269
-59% -$12.6K ﹤0.01% 582
2023
Q1 		$21.4K Buy
+455
New +$22.3K ﹤0.01% 529

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

Strategic Investment Solutions's C Position: Q2 2026 in Review

Strategic Investment Solutions increased its Citigroup (C) stake by 0.25% in Q2 2026, buying an estimated $130 and bringing the position to 404 shares worth $56.5K. The position accounts for 0.01% of the portfolio, ranked #253.

Strategic Investment Solutions first reported a position in C in Q1 2023 and has held it in 13 quarters since. The position peaked at $514K in Q3 2023. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Strategic Investment Solutions held 404 shares of Citigroup worth $56.5K as of Q2 2026.
  • Strategic Investment Solutions bought 1 Citigroup share in Q2 2026, an estimated $130.
  • Citigroup made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #253 holding.
  • Strategic Investment Solutions first reported a position in Citigroup in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's Citigroup position peaked at $514K in Q3 2023.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.