Coyle Financial Counsel’s Citigroup C Stock Holding History

Coyle Financial Counsel’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	$415K	Buy	2,967 +2	+0.1%	+$260	0.08%	86
2026 Q1	$336K	Sell	2,965 -400	-12%	-$45.6K	0.07%	86
2025 Q4	$393K	Buy	3,365 +1,173	+54%	+$122K	0.08%	78
2025 Q3	$222K	Buy	+2,192	New	+$208K	0.05%	94
2018 Q3	–	Sell	-221	Closed	-$15K	–	72
2018 Q2	$15K	Buy	+221	New	+$15.2K	0.01%	90

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

Coyle Financial Counsel's C Position: Q2 2026 in Review

Coyle Financial Counsel increased its Citigroup (C) stake by 0.07% in Q2 2026, buying an estimated $260 and bringing the position to 2,967 shares worth $415K. The position accounts for 0.08% of the portfolio, ranked #86.

Coyle Financial Counsel first reported a position in C in Q2 2018 and has held it in 5 quarters since. 2,640 funds tracked by Wall St. Rank hold C as of Q2 2026.

Coyle Financial Counsel held 2,967 shares of Citigroup worth $415K as of Q2 2026.
Coyle Financial Counsel bought 2 Citigroup shares in Q2 2026, an estimated $260.
Citigroup made up 0.08% of Coyle Financial Counsel's portfolio in Q2 2026, its #86 holding.
Coyle Financial Counsel first reported a position in Citigroup in Q2 2018 and has held it in 5 quarters since.
2,640 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Coyle Financial Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.