CFP
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Catalyst Financial Partners’s Citigroup C Stock Holding History

Catalyst 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 		$1.07M Buy
7,643
+523
+7% +$68.1K 0.11% 111
2026
Q1 		$807K Buy
7,120
+1,087
+18% +$124K 0.1% 127
2025
Q4 		$704K Buy
6,033
+40
+0.7% +$4.15K 0.08% 134
2025
Q3 		$608K Buy
5,993
+361
+6% +$34.3K 0.07% 145
2025
Q2 		$479K Buy
5,632
+362
+7% +$26.2K 0.05% 169
2025
Q1 		$374K Sell
5,270
-36
-0.7% -$2.75K 0.07% 184
2024
Q4 		$373K Buy
5,306
+609
+13% +$41K 0.07% 172
2024
Q3 		$294K Buy
4,697
+305
+7% +$18.9K 0.06% 204
2024
Q2 		$279K Sell
4,392
-51
-1% -$3.14K 0.06% 198
2024
Q1 		$258K Buy
4,443
+265
+6% +$14.7K 0.07% 192
2023
Q4 		$215K Buy
+4,178
New +$185K 0.06% 206

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

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

Catalyst Financial Partners increased its Citigroup (C) stake by 7.3% in Q2 2026, buying an estimated $68.1K and bringing the position to 7,643 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #111.

Catalyst Financial Partners first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Catalyst Financial Partners held 7,643 shares of Citigroup worth $1.07M as of Q2 2026.
  • Catalyst Financial Partners bought 523 Citigroup shares in Q2 2026, an estimated $68.1K.
  • Citigroup made up 0.11% of Catalyst Financial Partners's portfolio in Q2 2026, its #111 holding.
  • Catalyst Financial Partners first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.