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Citigroup shares owned by Legacy Edge Advisors

Quarter-by-quarter ownership of Citigroup (C) shares owned by Legacy Edge Advisors from 13F filings

Historical chart of Legacy Edge Advisors investment in Citigroup

Tip: Access up to 7 years of quarterly data

All positions including Citigroup held by Legacy Edge Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Legacy Edge Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $288k 2.1k 139.96
2025-12-31 $416k 3.6k 116.69

More positions owned by Legacy Edge Advisors

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Ishares Semicdtr (SOXX)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)

View all positions for Legacy Edge Advisors

Top funds holding Citigroup

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Capital World Investors
Franklin Resources
Fisher Investments
Vanguard Portfolio Management
FMR
Susquehanna International
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Bank of New York Mellon

View all funds holding Citigroup