CGC Financial Services’s Citigroup C Stock Holding History

CGC Financial 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 Q3	$388	Hold	3	–	–	﹤0.01%	325
2026 Q2	$420	Hold	3	–	–	﹤0.01%	325
2026 Q1	$340	Hold	3	–	–	﹤0.01%	321
2025 Q4	$350	Hold	3	–	–	﹤0.01%	326
2025 Q3	$305	Sell	3 -99	-97%	-$9.39K	﹤0.01%	329
2025 Q2	$8.68K	Hold	102	–	–	﹤0.01%	222
2025 Q1	$7.24K	Hold	102	–	–	﹤0.01%	217
2024 Q4	$7.18K	Hold	102	–	–	﹤0.01%	222
2024 Q3	$6.38K	Buy	102 +99	+3,300%	+$6.12K	﹤0.01%	225
2024 Q2	$190	Hold	3	–	–	﹤0.01%	335
2024 Q1	$190	Hold	3	–	–	﹤0.01%	344
2023 Q4	$154	Hold	3	–	–	﹤0.01%	358
2023 Q3	$123	Hold	3	–	–	﹤0.01%	325
2023 Q2	$138	Buy	+3	New	+$141	﹤0.01%	348

Other funds holding C

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

CGC Financial Services's C Position: Q3 2026 in Review

CGC Financial Services held its Citigroup (C) position steady in Q3 2026 at 3 shares worth $388. The position accounts for ﹤0.01% of the portfolio, ranked #325.

CGC Financial Services first reported a position in C in Q2 2023 and has held it in 14 quarters since. The position peaked at $8.68K in Q2 2025. 1,743 funds tracked by Wall St. Rank hold C as of Q3 2026.

CGC Financial Services held 3 shares of Citigroup worth $388 as of Q3 2026.
CGC Financial Services left its Citigroup share count unchanged in Q3 2026.
Citigroup made up ﹤0.01% of CGC Financial Services's portfolio in Q3 2026, its #325 holding.
CGC Financial Services first reported a position in Citigroup in Q2 2023 and has held it in 14 quarters since.
CGC Financial Services's Citigroup position peaked at $8.68K in Q2 2025.
1,743 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.