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Berger Financial Group’s Citigroup C Stock Holding History

Berger Financial Group’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 		$483K Buy
3,447
+267
+8% +$34.8K 0.02% 303
2026
Q1 		$361K Buy
3,180
+695
+28% +$79.1K 0.02% 335
2025
Q4 		$290K Buy
+2,485
New +$258K 0.02% 381
2022
Q2 		– Sell
-71,631
Closed -$3.83M – 253
2022
Q1 		$3.83M Buy
+71,631
New +$4.42M 0.49% 63

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

Berger Financial Group's C Position: Q2 2026 in Review

Berger Financial Group increased its Citigroup (C) stake by 8.4% in Q2 2026, buying an estimated $34.8K and bringing the position to 3,447 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #303.

Berger Financial Group first reported a position in C in Q1 2022 and has held it in 4 quarters since. The position peaked at $3.83M in Q1 2022. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Berger Financial Group held 3,447 shares of Citigroup worth $483K as of Q2 2026.
  • Berger Financial Group bought 267 Citigroup shares in Q2 2026, an estimated $34.8K.
  • Citigroup made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #303 holding.
  • Berger Financial Group first reported a position in Citigroup in Q1 2022 and has held it in 4 quarters since.
  • Berger Financial Group's Citigroup position peaked at $3.83M in Q1 2022.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.