CFS Investment Advisory Services’s Citigroup C Stock Holding History

CFS Investment Advisory Services’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	$2.89M	Buy	20,661 +65	+0.3%	+$8.46K	0.19%	98
2026 Q1	$2.72M	Buy	20,596 +79	+0.4%	+$9K	0.19%	103
2025 Q4	$2.39M	Buy	20,517 +170	+0.8%	+$17.7K	0.17%	108
2025 Q3	$2.01M	Buy	20,347 +304	+2%	+$28.8K	0.15%	121
2025 Q2	$1.71M	Buy	20,043 +294	+1%	+$21.3K	0.14%	127
2025 Q1	$1.4M	Buy	19,749 +347	+2%	+$26.5K	0.12%	137
2024 Q4	$1.37M	Sell	19,402 -525	-3%	-$35.4K	0.12%	135
2024 Q3	$1.25M	Sell	19,927 -18,459	-48%	-$1.14M	0.1%	141
2024 Q2	$2.44M	Buy	+38,386	New	+$2.37M	0.2%	82
2023 Q3	–	Sell	-11,468	Closed	-$528K	–	165
2023 Q2	$528K	Buy	+11,468	New	+$537K	0.07%	157
2022 Q2	–	Sell	-70,061	Closed	-$1K	–	252
2022 Q1	$1K	Buy	+70,061	New	+$4.33M	﹤0.01%	316

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CFS Investment Advisory Services's C Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Citigroup (C) stake by 0.32% in Q2 2026, buying an estimated $8.46K and bringing the position to 20,661 shares worth $2.89M. The position accounts for 0.19% of the portfolio, ranked #98.

CFS Investment Advisory Services first reported a position in C in Q1 2022 and has held it in 11 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

CFS Investment Advisory Services held 20,661 shares of Citigroup worth $2.89M as of Q2 2026.
CFS Investment Advisory Services bought 65 Citigroup shares in Q2 2026, an estimated $8.46K.
Citigroup made up 0.19% of CFS Investment Advisory Services's portfolio in Q2 2026, its #98 holding.
CFS Investment Advisory Services first reported a position in Citigroup in Q1 2022 and has held it in 11 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.