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Yoffe Investment Management’s Citigroup C Stock Holding History

Yoffe 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 		$467K Hold
3,334
– – 0.53% 68
2026
Q1 		$378K Hold
3,334
– – 0.48% 75
2025
Q4 		$389K Hold
3,334
– – 0.5% 75
2025
Q3 		$338K Hold
3,334
– – 0.44% 81
2025
Q2 		$284K Hold
3,334
– – 0.39% 89
2025
Q1 		$237K Hold
3,334
– – 0.35% 99
2024
Q4 		$235K Buy
+3,334
New +$225K 0.35% 96

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

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

Yoffe Investment Management held its Citigroup (C) position steady in Q2 2026 at 3,334 shares worth $467K. The position accounts for 0.53% of the portfolio, ranked #68.

Yoffe 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.

  • Yoffe Investment Management held 3,334 shares of Citigroup worth $467K as of Q2 2026.
  • Yoffe Investment Management left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.53% of Yoffe Investment Management's portfolio in Q2 2026, its #68 holding.
  • Yoffe 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 Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.