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Copley Financial Group’s Citigroup C Stock Holding History

Copley 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
Q1 		$657K Sell
5,789
-160
-3% -$18.2K 0.4% 33
2025
Q4 		$694K Buy
+5,949
New +$618K 0.43% 29
2025
Q3 		– Sell
-2,507
Closed -$213K – 109
2025
Q2 		$213K Buy
+2,507
New +$181K 0.16% 97

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Copley Financial Group's C Position: Q1 2026 in Review

Copley Financial Group reduced its Citigroup (C) stake by 2.7% in Q1 2026, selling an estimated $18.2K and leaving 5,789 shares worth $657K. The position accounts for 0.4% of the portfolio, ranked #33.

Copley Financial Group first reported a position in C in Q2 2025 and has held it in 3 quarters since. The position peaked at $694K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Copley Financial Group held 5,789 shares of Citigroup worth $657K as of Q1 2026.
  • Copley Financial Group sold 160 Citigroup shares in Q1 2026, an estimated $18.2K.
  • Citigroup made up 0.4% of Copley Financial Group's portfolio in Q1 2026, its #33 holding.
  • Copley Financial Group first reported a position in Citigroup in Q2 2025 and has held it in 3 quarters since.
  • Copley Financial Group's Citigroup position peaked at $694K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.