Symmetry Partners’s Citigroup C Stock Holding History

Symmetry Partners’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	$556K	Buy	3,975 +345	+10%	+$44.9K	0.03%	118
2026 Q1	$412K	Buy	3,630 +172	+5%	+$19.6K	0.02%	117
2025 Q4	$404K	Buy	3,458 +58	+2%	+$6.02K	0.02%	113
2025 Q3	$345K	Buy	3,400 +285	+9%	+$27K	0.04%	110
2025 Q2	$265K	Buy	+3,115	New	+$225K	0.03%	122
2024 Q3	–	Sell	-8,505	Closed	-$540K	–	151
2024 Q2	$540K	Sell	8,505 -5,575	-40%	-$344K	0.03%	267
2024 Q1	$890K	Buy	14,080 +4,676	+50%	+$260K	0.07%	194
2023 Q4	$484K	Sell	9,404 -2,336	-20%	-$103K	0.03%	288
2023 Q3	$483K	Sell	11,740 -2,152	-15%	-$94.5K	0.03%	309
2023 Q2	$640K	Hold	13,892	–	–	0.03%	263
2023 Q1	$651K	Hold	13,892	–	–	0.04%	261
2022 Q4	$628K	Hold	13,892	–	–	0.04%	269
2022 Q3	$579K	Hold	13,892	–	–	0.04%	270
2022 Q2	$639K	Hold	13,892	–	–	0.04%	254
2022 Q1	$742K	Hold	13,892	–	–	0.05%	264
2021 Q4	$839K	Sell	13,892 -1,943	-12%	-$129K	0.05%	254
2021 Q3	$1.15M	Hold	15,835	–	–	0.08%	190
2021 Q2	$1.12M	Hold	15,835	–	–	0.07%	202
2021 Q1	$1.15M	Buy	15,835 +842	+6%	+$56.2K	0.08%	173
2020 Q4	$924K	Sell	14,993 -593	-4%	-$30.1K	0.07%	200
2020 Q3	$672K	Buy	+15,586	New	+$776K	0.06%	243
2020 Q2	–	Sell	-30,020	Closed	-$1.26M	–	310
2020 Q1	$1.26M	Buy	30,020 +27,084	+922%	+$1.82M	0.28%	45
2019 Q4	$235K	Buy	+2,936	New	+$217K	0.05%	291
2017 Q2	–	Sell	-400	Closed	-$24K	–	37
2017 Q1	$24K	Buy	+400	New	+$23.7K	0.01%	49

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

Symmetry Partners's C Position: Q2 2026 in Review

Symmetry Partners increased its Citigroup (C) stake by 9.5% in Q2 2026, buying an estimated $44.9K and bringing the position to 3,975 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #118.

Symmetry Partners first reported a position in C in Q1 2017 and has held it in 24 quarters since. The position peaked at $1.26M in Q1 2020. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Symmetry Partners held 3,975 shares of Citigroup worth $556K as of Q2 2026.
Symmetry Partners bought 345 Citigroup shares in Q2 2026, an estimated $44.9K.
Citigroup made up 0.03% of Symmetry Partners's portfolio in Q2 2026, its #118 holding.
Symmetry Partners first reported a position in Citigroup in Q1 2017 and has held it in 24 quarters since.
Symmetry Partners's Citigroup position peaked at $1.26M in Q1 2020.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.