CFM
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Catalyst Funds Management’s Citigroup C Stock Holding History

Catalyst Funds 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 		$6.38M Buy
45,600
+18,025
+65% +$2.35M 0.36% 75
2026
Q1 		$3.13M Buy
27,575
+3,275
+13% +$373K 0.53% 42
2025
Q4 		$2.84M Buy
24,300
+800
+3% +$83.1K 0.66% 28
2025
Q3 		$2.39M Buy
+23,500
New +$2.23M 0.36% 63
2025
Q1 		– Sell
-24,900
Closed -$1.75M – 480
2024
Q4 		$1.75M Buy
+24,900
New +$1.68M 0.43% 50
2024
Q3 		– Sell
-3,000
Closed -$190K – 1327
2024
Q2 		$190K Sell
3,000
-800
-21% -$49.3K 0.05% 207
2024
Q1 		$240K Buy
+3,800
New +$211K 0.07% 225

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 Funds Management's C Position: Q2 2026 in Review

Catalyst Funds Management increased its Citigroup (C) stake by 65% in Q2 2026, buying an estimated $2.35M and bringing the position to 45,600 shares worth $6.38M. The position accounts for 0.36% of the portfolio, ranked #75.

Catalyst Funds Management first reported a position in C in Q1 2024 and has held it in 7 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Catalyst Funds Management held 45,600 shares of Citigroup worth $6.38M as of Q2 2026.
  • Catalyst Funds Management bought 18,025 Citigroup shares in Q2 2026, an estimated $2.35M.
  • Citigroup made up 0.36% of Catalyst Funds Management's portfolio in Q2 2026, its #75 holding.
  • Catalyst Funds Management first reported a position in Citigroup in Q1 2024 and has held it in 7 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.