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Synergy Investment Management’s Citigroup C Stock Holding History

Synergy 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 		$123K Buy
957
+845
+754% +$110K 0.03% 233
2026
Q1 		$12.7K Buy
+112
New +$12.8K ﹤0.01% 470

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

Synergy Investment Management's C Position: Q2 2026 in Review

Synergy Investment Management increased its Citigroup (C) stake by 754% in Q2 2026, buying an estimated $110K and bringing the position to 957 shares worth $123K. The position accounts for 0.03% of the portfolio, ranked #233.

Synergy Investment Management first reported a position in C in Q1 2026 and has held it in 2 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Synergy Investment Management held 957 shares of Citigroup worth $123K as of Q2 2026.
  • Synergy Investment Management bought 845 Citigroup shares in Q2 2026, an estimated $110K.
  • Citigroup made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #233 holding.
  • Synergy Investment Management first reported a position in Citigroup in Q1 2026 and has held it in 2 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.