Voisard Asset Management Group’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$251K Buy
+1,793
New +$233K 0.05% 100
2024
Q4
Sell
-1,267
Closed -$79.3K 152
2024
Q3
$79.3K Sell
1,267
-188
-13% -$11.6K 0.03% 146
2024
Q2
$92.3K Hold
1,455
0.05% 109
2024
Q1
$92K Sell
1,455
-136
-9% -$7.57K 0.05% 96
2023
Q4
$81.8K Buy
+1,591
New +$70.4K 0.05% 108

Other funds holding C

Voisard Asset Management Group's C Position: Q2 2026 in Review

Voisard Asset Management Group opened a new position in Citigroup (C) in Q2 2026: 1,793 shares worth $251K. The stake represents 0.05% of the portfolio and ranks #100 among its holdings. This is a return to the name: Voisard Asset Management Group previously reported a position in C as recently as Q3 2024.

Voisard Asset Management Group first reported a position in C in Q4 2023 and has held it in 5 quarters since. 599 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Voisard Asset Management Group held 1,793 shares of Citigroup worth $251K as of Q2 2026.
  • Citigroup was a new Voisard Asset Management Group position in Q2 2026.
  • Citigroup made up 0.05% of Voisard Asset Management Group's portfolio in Q2 2026, its #100 holding.
  • Voisard Asset Management Group first reported a position in Citigroup in Q4 2023 and has held it in 5 quarters since.
  • 599 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.