Commonwealth Financial Services’s Citigroup C Stock Holding History

Commonwealth 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	$319K	Buy	2,277 +71	+3%	+$9.24K	0.04%	202
2026 Q1	$250K	Buy	2,206 +456	+26%	+$51.9K	0.04%	210
2025 Q4	$204K	Buy	+1,750	New	+$182K	0.03%	221
2017 Q1	$44K	Hold	735	–	–	0.05%	106
2016 Q4	$41K	Hold	735	–	–	0.04%	100
2016 Q3	$35K	Hold	735	–	–	0.03%	97
2016 Q2	$31K	Hold	735	–	–	0.04%	106
2016 Q1	$31K	Hold	735	–	–	0.05%	96
2015 Q4	$38K	Hold	735	–	–	0.13%	79
2015 Q3	$36K	Sell	735 -2	-0.3%	-$109	0.04%	89
2015 Q2	$41K	Hold	737	–	–	0.04%	96
2015 Q1	$38K	Hold	737	–	–	0.03%	99
2014 Q4	$40K	Buy	+737	New	+$39.1K	0.04%	92

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

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

Commonwealth Financial Services increased its Citigroup (C) stake by 3.2% in Q2 2026, buying an estimated $9.24K and bringing the position to 2,277 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #202.

Commonwealth Financial Services first reported a position in C in Q4 2014 and has held it in 13 quarters since. 444 funds tracked by Wall St. Rank hold C as of Q2 2026.

Commonwealth Financial Services held 2,277 shares of Citigroup worth $319K as of Q2 2026.
Commonwealth Financial Services bought 71 Citigroup shares in Q2 2026, an estimated $9.24K.
Citigroup made up 0.04% of Commonwealth Financial Services's portfolio in Q2 2026, its #202 holding.
Commonwealth Financial Services first reported a position in Citigroup in Q4 2014 and has held it in 13 quarters since.
444 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.