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Carr Financial Group’s Citigroup C Stock Holding History

Carr 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 		$241K Buy
+1,720
New +$224K 0.06% 165
2025
Q4 		– Sell
-2,289
Closed -$232K – 188
2025
Q3 		$232K Buy
+2,289
New +$217K 0.06% 169
2023
Q3 		– Sell
-4,399
Closed -$203K – 165
2023
Q2 		$203K Sell
4,399
-1,930
-30% -$90.4K 0.08% 172
2023
Q1 		$297K Sell
6,329
-180
-3% -$8.83K 0.13% 129
2022
Q4 		$294K Buy
+6,509
New +$296K 0.16% 127

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

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

Carr Financial Group opened a new position in Citigroup (C) in Q2 2026: 1,720 shares worth $241K. The stake represents 0.06% of the portfolio and ranks #165 among its holdings. This is a return to the name: Carr Financial Group previously reported a position in C as recently as Q3 2025.

Carr Financial Group first reported a position in C in Q4 2022 and has held it in 5 quarters since. The position peaked at $297K in Q1 2023. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Carr Financial Group held 1,720 shares of Citigroup worth $241K as of Q2 2026.
  • Citigroup was a new Carr Financial Group position in Q2 2026.
  • Citigroup made up 0.06% of Carr Financial Group's portfolio in Q2 2026, its #165 holding.
  • Carr Financial Group first reported a position in Citigroup in Q4 2022 and has held it in 5 quarters since.
  • Carr Financial Group's Citigroup position peaked at $297K in Q1 2023.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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