Abbot Financial Management’s Citigroup C Stock Holding History

Abbot Financial 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	$250K	Buy	+1,786	New	+$232K	0.09%	129
2022 Q3	–	Sell	-4,490	Closed	-$206K	–	112
2022 Q2	$206K	Hold	4,490	–	–	0.12%	119
2022 Q1	$240K	Hold	4,490	–	–	0.12%	122
2021 Q4	$271K	Hold	4,490	–	–	0.12%	120
2021 Q3	$315K	Hold	4,490	–	–	0.14%	110
2021 Q2	$318K	Hold	4,490	–	–	0.14%	107
2021 Q1	$327K	Hold	4,490	–	–	0.15%	98
2020 Q4	$277K	Buy	+4,490	New	+$228K	0.16%	102
2020 Q3	–	Sell	-4,490	Closed	-$229K	–	131
2020 Q2	$229K	Buy	+4,490	New	+$213K	0.16%	103
2020 Q1	–	Sell	-4,490	Closed	-$359K	–	121
2019 Q4	$359K	Hold	4,490	–	–	0.23%	92
2019 Q3	$310K	Hold	4,490	–	–	0.22%	98
2019 Q2	$314K	Sell	4,490 -100	-2%	-$6.69K	0.23%	93
2019 Q1	$286K	Sell	4,590 -150	-3%	-$9.31K	0.22%	86
2018 Q4	$247K	Sell	4,740 -81	-2%	-$5.13K	0.22%	88
2018 Q3	$346K	Buy	4,821 +100	+2%	+$7.07K	0.26%	86
2018 Q2	$316K	Hold	4,721	–	–	0.25%	87
2018 Q1	$319K	Hold	4,721	–	–	0.26%	84
2017 Q4	$351K	Hold	4,721	–	–	0.28%	79
2017 Q3	$350K	Buy	4,721 +200	+4%	+$13.7K	0.29%	80
2017 Q2	$302K	Buy	+4,521	New	+$277K	0.27%	84

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

Abbot Financial Management's C Position: Q2 2026 in Review

Abbot Financial Management opened a new position in Citigroup (C) in Q2 2026: 1,786 shares worth $250K. The stake represents 0.09% of the portfolio and ranks #129 among its holdings. This is a return to the name: Abbot Financial Management previously reported a position in C as recently as Q2 2022.

Abbot Financial Management first reported a position in C in Q2 2017 and has held it in 20 quarters since. The position peaked at $359K in Q4 2019. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Abbot Financial Management held 1,786 shares of Citigroup worth $250K as of Q2 2026.
Citigroup was a new Abbot Financial Management position in Q2 2026.
Citigroup made up 0.09% of Abbot Financial Management's portfolio in Q2 2026, its #129 holding.
Abbot Financial Management first reported a position in Citigroup in Q2 2017 and has held it in 20 quarters since.
Abbot Financial Management's Citigroup position peaked at $359K in Q4 2019.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.