CFM
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Compass Financial Management’s Citigroup C Stock Holding History

Compass Financial Management’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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Compass Financial Management's C Position: Q2 2026 in Review

Compass Financial Management 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.

2,511 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Compass Financial Management held 6,531 shares of Citigroup worth $898K as of Q2 2026.
  • Citigroup was a new Compass Financial Management position in Q2 2026.
  • Citigroup made up 0.11% of Compass Financial Management's portfolio in Q2 2026, its #193 holding.
  • 2,511 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.