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Cardinal Point Capital Management’s Citigroup C Stock Holding History

Cardinal Point Capital 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 		$2.29M Sell
16,357
-382
-2% -$49.7K 0.13% 81
2026
Q1 		$1.9M Buy
16,739
+300
+2% +$34.2K 0.12% 85
2025
Q4 		$1.92M Sell
16,439
-1,068
-6% -$111K 0.13% 85
2025
Q3 		$1.78M Sell
17,507
-650
-4% -$61.7K 0.12% 87
2025
Q2 		$1.55M Buy
18,157
+1,250
+7% +$90.4K 0.12% 82
2025
Q1 		$1.2M Buy
+16,907
New +$1.29M 0.11% 82

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

Cardinal Point Capital Management's C Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Citigroup (C) stake by 2.3% in Q2 2026, selling an estimated $49.7K and leaving 16,357 shares worth $2.29M. The position accounts for 0.13% of the portfolio, ranked #81.

Cardinal Point Capital Management first reported a position in C in Q1 2025 and has held it in 6 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Cardinal Point Capital Management held 16,357 shares of Citigroup worth $2.29M as of Q2 2026.
  • Cardinal Point Capital Management sold 382 Citigroup shares in Q2 2026, an estimated $49.7K.
  • Citigroup made up 0.13% of Cardinal Point Capital Management's portfolio in Q2 2026, its #81 holding.
  • Cardinal Point Capital Management first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.