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YHB Investment Advisors’s Citigroup C Stock Holding History

YHB Investment 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 		$4.15M Buy
29,659
+237
+0.8% +$30.9K 0.27% 92
2026
Q1 		$3.34M Sell
29,422
-28
-0.1% -$3.19K 0.24% 94
2025
Q4 		$3.44M Sell
29,450
-74
-0.3% -$7.68K 0.24% 93
2025
Q3 		$3M Hold
29,524
– – 0.22% 96
2025
Q2 		$2.51M Buy
29,524
+1
+0% +$72 0.19% 109
2025
Q1 		$2.1M Sell
29,523
-1,022
-3% -$77.9K 0.18% 119
2024
Q4 		$2.15M Sell
30,545
-391
-1% -$26.4K 0.18% 113
2024
Q3 		$1.94M Buy
30,936
+13
+0% +$804 0.16% 125
2024
Q2 		$1.96M Buy
30,923
+12
+0% +$740 0.17% 118
2024
Q1 		$1.95M Buy
30,911
+14
+0% +$779 0.17% 119
2023
Q4 		$1.59M Sell
30,897
-6,344
-17% -$281K 0.15% 126
2023
Q3 		$1.53M Sell
37,241
-14,910
-29% -$654K 0.14% 129
2023
Q2 		$2.4M Buy
52,151
+886
+2% +$41.5K 0.22% 102
2023
Q1 		$2.4M Buy
51,265
+18,454
+56% +$906K 0.24% 97
2022
Q4 		$1.48M Sell
32,811
-37,648
-53% -$1.71M 0.16% 121
2022
Q3 		$2.94M Sell
70,459
-1,444
-2% -$71.3K 0.33% 82
2022
Q2 		$3.31M Buy
71,903
+1,053
+1% +$52.7K 0.35% 79
2022
Q1 		$3.78M Sell
70,850
-2,023
-3% -$125K 0.33% 80
2021
Q4 		$4.4M Buy
72,873
+5,950
+9% +$396K 0.35% 75
2021
Q3 		$4.7M Sell
66,923
-1,263
-2% -$88.3K 0.41% 67
2021
Q2 		$4.82M Buy
68,186
+9
+0% +$666 0.41% 63
2021
Q1 		$4.94M Sell
68,177
-5,641
-8% -$377K 0.43% 64
2020
Q4 		$4.55M Sell
73,818
-988
-1% -$50.2K 0.43% 65
2020
Q3 		$3.23M Buy
74,806
+22,070
+42% +$1.1M 0.35% 71
2020
Q2 		$2.69M Sell
52,736
-10,777
-17% -$511K 0.39% 69
2020
Q1 		$2.67M Buy
63,513
+193
+0.3% +$13K 0.46% 63
2019
Q4 		$5.06M Buy
63,320
+244
+0.4% +$18K 0.72% 48
2019
Q3 		$4.36M Sell
63,076
-1,318
-2% -$89.7K 0.66% 48
2019
Q2 		$4.51M Sell
64,394
-20,797
-24% -$1.39M 0.72% 45
2019
Q1 		$5.3M Sell
85,191
-1
-0% -$62 0.83% 39
2018
Q4 		$4.43M Sell
85,192
-38,428
-31% -$2.43M 0.79% 42
2018
Q3 		$8.87M Buy
123,620
+1,536
+1% +$109K 1.34% 21
2018
Q2 		$8.17M Sell
122,084
-760
-0.6% -$52.3K 1.34% 21
2018
Q1 		$8.29M Buy
122,844
+67
+0.1% +$5.04K 1.41% 17
2017
Q4 		$9.14M Buy
122,777
+942
+0.8% +$69.7K 1.56% 16
2017
Q3 		$8.86M Buy
121,835
+48,878
+67% +$3.34M 1.58% 16
2017
Q2 		$4.88M Sell
72,957
-48,782
-40% -$2.99M 0.84% 32
2017
Q1 		$7.2M Sell
121,739
-75
-0.1% -$4.44K 1.38% 20
2016
Q4 		$7.24M Buy
121,814
+47,839
+65% +$2.58M 1.51% 18
2016
Q3 		$3.49M Sell
73,975
-37,583
-34% -$1.71M 0.84% 40
2016
Q2 		$4.73M Buy
111,558
+63,866
+134% +$2.82M 1.04% 34
2016
Q1 		$1.99M Sell
47,692
-62,358
-57% -$2.61M 0.54% 58
2015
Q4 		$5.7M Buy
110,050
+845
+0.8% +$44.8K 1.29% 25
2015
Q3 		$5.42M Buy
109,205
+350
+0.3% +$19.1K 1.28% 22
2015
Q2 		$6.01M Buy
108,855
+3,950
+4% +$215K 1.31% 22
2015
Q1 		$5.41M Sell
104,905
-2,002
-2% -$102K 1.21% 25
2014
Q4 		$5.79M Buy
106,907
+1,852
+2% +$98.3K 1.32% 21
2014
Q3 		$5.44M Sell
105,055
-384
-0.4% -$19.3K 1.31% 20
2014
Q2 		$4.97M Buy
105,439
+43,389
+70% +$2.06M 1.2% 26
2014
Q1 		$2.95M Buy
+62,050
New +$3.09M 0.75% 49

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

YHB Investment Advisors's C Position: Q2 2026 in Review

YHB Investment Advisors increased its Citigroup (C) stake by 0.81% in Q2 2026, buying an estimated $30.9K and bringing the position to 29,659 shares worth $4.15M. The position accounts for 0.27% of the portfolio, ranked #92.

YHB Investment Advisors first reported a position in C in Q1 2014 and has held it in 50 quarters since. The position peaked at $9.14M in Q4 2017. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • YHB Investment Advisors held 29,659 shares of Citigroup worth $4.15M as of Q2 2026.
  • YHB Investment Advisors bought 237 Citigroup shares in Q2 2026, an estimated $30.9K.
  • Citigroup made up 0.27% of YHB Investment Advisors's portfolio in Q2 2026, its #92 holding.
  • YHB Investment Advisors first reported a position in Citigroup in Q1 2014 and has held it in 50 quarters since.
  • YHB Investment Advisors's Citigroup position peaked at $9.14M in Q4 2017.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.