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Chapman Financial Group’s Citigroup C Stock Holding History

Chapman Financial Group’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 		$2.35M Sell
16,758
-50
-0.3% -$6.51K 1.56% 15
2026
Q1 		$1.91M Sell
16,808
-417
-2% -$47.5K 1.36% 17
2025
Q4 		$2.01M Sell
17,225
-30
-0.2% -$3.12K 1.37% 14
2025
Q3 		$1.75M Sell
17,255
-65
-0.4% -$6.17K 1.21% 18
2025
Q2 		$1.47M Buy
+17,320
New +$1.25M 1.25% 18
2024
Q4 		$1.35M Buy
+19,188
New +$1.29M 1.08% 29

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

Chapman Financial Group's C Position: Q2 2026 in Review

Chapman Financial Group reduced its Citigroup (C) stake by 0.3% in Q2 2026, selling an estimated $6.51K and leaving 16,758 shares worth $2.35M. The position accounts for 1.56% of the portfolio, ranked #15.

Chapman Financial Group first reported a position in C in Q4 2024 and has held it in 6 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Chapman Financial Group held 16,758 shares of Citigroup worth $2.35M as of Q2 2026.
  • Chapman Financial Group sold 50 Citigroup shares in Q2 2026, an estimated $6.51K.
  • Citigroup made up 1.56% of Chapman Financial Group's portfolio in Q2 2026, its #15 holding.
  • Chapman Financial Group first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.