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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cascade Financial Partners's C Position: Q1 2026 in Review

Cascade Financial Partners held its Citigroup (C) position steady in Q1 2026 at 1,930 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #242.

Cascade Financial Partners first reported a position in C in Q3 2025 and has held it in 3 quarters since. The position peaked at $225K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Cascade Financial Partners held 1,930 shares of Citigroup worth $219K as of Q1 2026.
  • Cascade Financial Partners left its Citigroup share count unchanged in Q1 2026.
  • Citigroup made up 0.02% of Cascade Financial Partners's portfolio in Q1 2026, its #242 holding.
  • Cascade Financial Partners first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
  • Cascade Financial Partners's Citigroup position peaked at $225K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.