VA
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VestGen Advisors’s Citigroup C Stock Holding History

VestGen Advisors’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 		$1.6M Sell
11,442
-1,652
-13% -$215K 0.05% 357
2026
Q1 		$1.66M Buy
13,094
+4,938
+61% +$562K 0.04% 341
2025
Q4 		$952K Sell
8,156
-715
-8% -$74.3K 0.04% 366
2025
Q3 		$900K Buy
8,871
+3,014
+51% +$286K 0.03% 384
2025
Q2 		$499K Buy
5,857
+1,830
+45% +$132K 0.02% 423
2025
Q1 		$286K Buy
+4,027
New +$307K 0.01% 474

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

VestGen Advisors's C Position: Q2 2026 in Review

VestGen Advisors reduced its Citigroup (C) stake by 13% in Q2 2026, selling an estimated $215K and leaving 11,442 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #357.

VestGen Advisors first reported a position in C in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.66M in Q1 2026. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • VestGen Advisors held 11,442 shares of Citigroup worth $1.6M as of Q2 2026.
  • VestGen Advisors sold 1,652 Citigroup shares in Q2 2026, an estimated $215K.
  • Citigroup made up 0.05% of VestGen Advisors's portfolio in Q2 2026, its #357 holding.
  • VestGen Advisors first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Citigroup position peaked at $1.66M in Q1 2026.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.