COMPASS FINANCIAL MANAGEMENT LLC’s Citigroup C Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$898K	Buy	+6,531	New	+$850K	0.11%	193

Other funds holding C

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's C Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Citigroup (C) in Q2 2026: 6,531 shares worth $898K. The stake represents 0.11% of the portfolio and ranks #193 among its holdings.

2,048 funds tracked by Wall St. Rank hold C as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 6,531 shares of Citigroup worth $898K as of Q2 2026.
Citigroup was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Citigroup made up 0.11% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #193 holding.
2,048 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.