VisionPoint Advisory Group’s Citigroup C Stock Holding History

VisionPoint Advisory Group’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	$1.2M	Buy	8,543 +198	+2%	+$25.8K	0.2%	121
2026 Q1	$946K	Buy	8,345 +191	+2%	+$21.8K	0.18%	128
2025 Q4	$951K	Buy	8,154 +202	+3%	+$21K	0.19%	120
2025 Q3	$807K	Buy	7,952 +102	+1%	+$9.68K	0.16%	145
2025 Q2	$668K	Buy	7,850 +2,268	+41%	+$164K	0.15%	156
2025 Q1	$396K	Buy	5,582 +483	+9%	+$36.8K	0.14%	139
2024 Q4	$357K	Sell	5,099 -131	-3%	-$8.83K	0.12%	134
2024 Q3	$327K	Buy	5,230 +1,666	+47%	+$103K	0.11%	136
2024 Q2	$226K	Buy	3,564 +3,559	+71,180%	+$219K	0.08%	153
2024 Q1	$316	Sell	5 -25	-83%	-$1.39K	﹤0.01%	760
2023 Q4	$1.54K	Sell	30 -60	-67%	-$2.66K	﹤0.01%	651
2023 Q3	$3.7K	Buy	90 +60	+200%	+$2.63K	﹤0.01%	531
2023 Q2	$1.38K	Buy	+30	New	+$1.41K	﹤0.01%	493
2021 Q2	–	Sell	-2,805	Closed	-$204K	–	94
2021 Q1	$204K	Buy	+2,805	New	+$187K	0.1%	111

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

VisionPoint Advisory Group's C Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Citigroup (C) stake by 2.4% in Q2 2026, buying an estimated $25.8K and bringing the position to 8,543 shares worth $1.2M. The position accounts for 0.2% of the portfolio, ranked #121.

VisionPoint Advisory Group first reported a position in C in Q1 2021 and has held it in 14 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

VisionPoint Advisory Group held 8,543 shares of Citigroup worth $1.2M as of Q2 2026.
VisionPoint Advisory Group bought 198 Citigroup shares in Q2 2026, an estimated $25.8K.
Citigroup made up 0.2% of VisionPoint Advisory Group's portfolio in Q2 2026, its #121 holding.
VisionPoint Advisory Group first reported a position in Citigroup in Q1 2021 and has held it in 14 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.