COFG Advisors’s Citigroup C Stock Holding History

COFG Advisors’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	$359K	Buy	2,568 +213	+9%	+$27.7K	0.06%	221
2026 Q1	$267K	Buy	2,355 +148	+7%	+$16.9K	0.07%	195
2025 Q4	$258K	Buy	+2,207	New	+$229K	0.06%	192

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

COFG Advisors's C Position: Q2 2026 in Review

COFG Advisors increased its Citigroup (C) stake by 9% in Q2 2026, buying an estimated $27.7K and bringing the position to 2,568 shares worth $359K. The position accounts for 0.06% of the portfolio, ranked #221.

COFG Advisors first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

COFG Advisors held 2,568 shares of Citigroup worth $359K as of Q2 2026.
COFG Advisors bought 213 Citigroup shares in Q2 2026, an estimated $27.7K.
Citigroup made up 0.06% of COFG Advisors's portfolio in Q2 2026, its #221 holding.
COFG Advisors first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.