CFP
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Cascade Financial Partners’s Citigroup C Stock Holding History

Cascade Financial Partners’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 		$255K Sell
1,825
-105
-5% -$13.7K 0.02% 246
2026
Q1 		$219K Hold
1,930
– – 0.02% 242
2025
Q4 		$225K Sell
1,930
-100
-5% -$10.4K 0.02% 244
2025
Q3 		$206K Buy
+2,030
New +$193K 0.02% 252

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

Cascade Financial Partners's C Position: Q2 2026 in Review

Cascade Financial Partners reduced its Citigroup (C) stake by 5.4% in Q2 2026, selling an estimated $13.7K and leaving 1,825 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #246.

Cascade Financial Partners first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,642 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Cascade Financial Partners held 1,825 shares of Citigroup worth $255K as of Q2 2026.
  • Cascade Financial Partners sold 105 Citigroup shares in Q2 2026, an estimated $13.7K.
  • Citigroup made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #246 holding.
  • Cascade Financial Partners first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,642 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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