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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
Q2 		$532K Sell
3,798
-1,991
-34% -$259K 0.32% 38
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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Copley Financial Group's C Position: Q2 2026 in Review

Copley Financial Group reduced its Citigroup (C) stake by 34% in Q2 2026, selling an estimated $259K and leaving 3,798 shares worth $532K. The position accounts for 0.32% of the portfolio, ranked #38.

Copley Financial Group first reported a position in C in Q2 2025 and has held it in 4 quarters since. The position peaked at $694K in Q4 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Copley Financial Group held 3,798 shares of Citigroup worth $532K as of Q2 2026.
  • Copley Financial Group sold 1,991 Citigroup shares in Q2 2026, an estimated $259K.
  • Citigroup made up 0.32% of Copley Financial Group's portfolio in Q2 2026, its #38 holding.
  • Copley Financial Group first reported a position in Citigroup in Q2 2025 and has held it in 4 quarters since.
  • Copley Financial Group's Citigroup position peaked at $694K in Q4 2025.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.