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Tepp RIA’s Citigroup C Stock Holding History

Tepp RIA’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 		$599K Sell
4,278
-150
-3% -$19.5K 0.41% 25
2026
Q1 		$502K Hold
4,428
– – 0.39% 25
2025
Q4 		$517K Sell
4,428
-9,001
-67% -$935K 0.51% 21
2025
Q3 		$1.36M Buy
+13,429
New +$1.27M 1.55% 10

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

Tepp RIA's C Position: Q2 2026 in Review

Tepp RIA reduced its Citigroup (C) stake by 3.4% in Q2 2026, selling an estimated $19.5K and leaving 4,278 shares worth $599K. The position accounts for 0.41% of the portfolio, ranked #25.

Tepp RIA first reported a position in C in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q3 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Tepp RIA held 4,278 shares of Citigroup worth $599K as of Q2 2026.
  • Tepp RIA sold 150 Citigroup shares in Q2 2026, an estimated $19.5K.
  • Citigroup made up 0.41% of Tepp RIA's portfolio in Q2 2026, its #25 holding.
  • Tepp RIA first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • Tepp RIA's Citigroup position peaked at $1.36M in Q3 2025.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Tepp RIA's 13F filing for Q2 2026, filed 28 Jul 2026.