Bedel Financial Consulting’s Citigroup C Stock Holding History

Bedel Financial Consulting’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	$344K	Hold	2,457	–	–	0.03%	225
2026 Q1	$279K	Hold	2,457	–	–	0.03%	237
2025 Q4	$287K	Buy	2,457 +321	+15%	+$33.3K	0.03%	227
2025 Q3	$217K	Buy	+2,136	New	+$203K	0.03%	264
2022 Q2	–	Sell	-55	Closed	-$3K	–	300
2022 Q1	$3K	Hold	55	–	–	﹤0.01%	821
2021 Q4	$3K	Sell	55 -102	-65%	-$6.78K	﹤0.01%	831
2021 Q3	$11K	Hold	157	–	–	﹤0.01%	646
2021 Q2	$11K	Hold	157	–	–	﹤0.01%	649
2021 Q1	$11K	Hold	157	–	–	﹤0.01%	623
2020 Q4	$10K	Hold	157	–	–	﹤0.01%	550
2020 Q3	$7K	Hold	157	–	–	﹤0.01%	560
2020 Q2	$8K	Sell	157 -1,906	-92%	-$90.4K	﹤0.01%	518
2020 Q1	$87K	Buy	2,063 +6	+0.3%	+$403	0.06%	197
2019 Q4	$164K	Buy	2,057 +80	+4%	+$5.91K	0.09%	160
2019 Q3	$137K	Hold	1,977	–	–	0.08%	173
2019 Q2	$138K	Hold	1,977	–	–	0.08%	171
2019 Q1	$123K	Hold	1,977	–	–	0.08%	174
2018 Q4	$103K	Hold	1,977	–	–	0.07%	177
2018 Q3	$137K	Hold	1,977	–	–	0.09%	166
2018 Q2	$132K	Hold	1,977	–	–	0.1%	168
2018 Q1	$133K	Buy	+1,977	New	+$149K	0.1%	167

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

Bedel Financial Consulting's C Position: Q2 2026 in Review

Bedel Financial Consulting held its Citigroup (C) position steady in Q2 2026 at 2,457 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #225.

Bedel Financial Consulting first reported a position in C in Q1 2018 and has held it in 21 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Bedel Financial Consulting held 2,457 shares of Citigroup worth $344K as of Q2 2026.
Bedel Financial Consulting left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #225 holding.
Bedel Financial Consulting first reported a position in Citigroup in Q1 2018 and has held it in 21 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.