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Benedict Financial Advisors’s Citigroup C Stock Holding History

Benedict Financial 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 		$2.7M Sell
19,295
-314
-2% -$40.9K 0.52% 66
2026
Q1 		$2.22M Sell
19,609
-207
-1% -$23.6K 0.46% 77
2025
Q4 		$2.31M Buy
19,816
+319
+2% +$33.1K 0.49% 75
2025
Q3 		$1.98M Sell
19,497
-499
-2% -$47.4K 0.43% 80
2025
Q2 		$1.7M Sell
19,996
-186
-0.9% -$13.4K 0.39% 82
2025
Q1 		$1.43M Sell
20,182
-5,570
-22% -$425K 0.33% 84
2024
Q4 		$1.81M Buy
25,752
+7,639
+42% +$515K 0.44% 78
2024
Q3 		$1.13M Sell
18,113
-2,035
-10% -$126K 0.27% 90
2024
Q2 		$1.28M Buy
20,148
+434
+2% +$26.8K 0.32% 88
2024
Q1 		$1.25M Buy
+19,714
New +$1.1M 0.32% 90

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

Benedict Financial Advisors's C Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Citigroup (C) stake by 1.6% in Q2 2026, selling an estimated $40.9K and leaving 19,295 shares worth $2.7M. The position accounts for 0.52% of the portfolio, ranked #66.

Benedict Financial Advisors first reported a position in C in Q1 2024 and has held it in 10 quarters since. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Benedict Financial Advisors held 19,295 shares of Citigroup worth $2.7M as of Q2 2026.
  • Benedict Financial Advisors sold 314 Citigroup shares in Q2 2026, an estimated $40.9K.
  • Citigroup made up 0.52% of Benedict Financial Advisors's portfolio in Q2 2026, its #66 holding.
  • Benedict Financial Advisors first reported a position in Citigroup in Q1 2024 and has held it in 10 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.