Syntax Research’s Citigroup C Stock Holding History

Syntax Research’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	$25.1K	Hold	179	–	–	0.02%	117
2026 Q1	$20.3K	Hold	179	–	–	0.01%	123
2025 Q4	$20.9K	Hold	179	–	–	0.01%	121
2025 Q3	$18.2K	Hold	179	–	–	0.01%	124
2025 Q2	$15.2K	Hold	179	–	–	0.01%	120
2025 Q1	$12.7K	Hold	179	–	–	0.01%	135
2024 Q4	$12.6K	Hold	179	–	–	0.01%	135
2024 Q3	$11.2K	Hold	179	–	–	0.01%	146
2024 Q2	$11.4K	Hold	179	–	–	0.01%	132
2024 Q1	$11.3K	Hold	179	–	–	0.01%	132
2023 Q4	$9.21K	Sell	179 -2,616	-94%	-$116K	0.01%	141
2023 Q3	$115K	Buy	+2,795	New	+$123K	0.09%	66

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

Syntax Research's C Position: Q2 2026 in Review

Syntax Research held its Citigroup (C) position steady in Q2 2026 at 179 shares worth $25.1K. The position accounts for 0.02% of the portfolio, ranked #117.

Syntax Research first reported a position in C in Q3 2023 and has held it in 12 quarters since. The position peaked at $115K in Q3 2023. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

Syntax Research held 179 shares of Citigroup worth $25.1K as of Q2 2026.
Syntax Research left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.02% of Syntax Research's portfolio in Q2 2026, its #117 holding.
Syntax Research first reported a position in Citigroup in Q3 2023 and has held it in 12 quarters since.
Syntax Research's Citigroup position peaked at $115K in Q3 2023.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.