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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CGC Financial Services's C Position: Q2 2026 in Review

CGC Financial Services held its Citigroup (C) position steady in Q2 2026 at 3 shares worth $420. 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 13 quarters since. The position peaked at $8.68K in Q2 2025. 433 funds tracked by Wall St. Rank hold C as of Q2 2026.

CGC Financial Services held 3 shares of Citigroup worth $420 as of Q2 2026.
CGC Financial Services left its Citigroup share count unchanged in Q2 2026.
Citigroup made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #325 holding.
CGC Financial Services first reported a position in Citigroup in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Citigroup position peaked at $8.68K in Q2 2025.
433 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.