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Unified Investment Management’s Citigroup C Stock Holding History

Unified 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 		$859K Sell
6,137
-67
-1% -$8.72K 0.79% 38
2026
Q1 		$704K Sell
6,204
-74
-1% -$8.43K 0.72% 49
2025
Q4 		$733K Sell
6,278
-138
-2% -$14.3K 0.73% 45
2025
Q3 		$651K Sell
6,416
-480
-7% -$45.5K 0.65% 49
2025
Q2 		$587K Buy
6,896
+174
+3% +$12.6K 0.63% 60
2025
Q1 		$477K Sell
6,722
-2,619
-28% -$200K 0.56% 68
2024
Q4 		$658K Buy
+9,341
New +$630K 0.75% 43

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

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

Unified Investment Management reduced its Citigroup (C) stake by 1.1% in Q2 2026, selling an estimated $8.72K and leaving 6,137 shares worth $859K. The position accounts for 0.79% of the portfolio, ranked #38.

Unified Investment Management first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Unified Investment Management held 6,137 shares of Citigroup worth $859K as of Q2 2026.
  • Unified Investment Management sold 67 Citigroup shares in Q2 2026, an estimated $8.72K.
  • Citigroup made up 0.79% of Unified Investment Management's portfolio in Q2 2026, its #38 holding.
  • Unified Investment Management first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.