CFS
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CRA Financial Services’s Citigroup C Stock Holding History

CRA 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 		$288K Buy
2,060
+170
+9% +$22.1K 0.03% 261
2026
Q1 		$214K Sell
1,890
-68
-3% -$7.74K 0.03% 283
2025
Q4 		$228K Buy
+1,958
New +$203K 0.03% 273

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

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

CRA Financial Services increased its Citigroup (C) stake by 9% in Q2 2026, buying an estimated $22.1K and bringing the position to 2,060 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #261.

CRA Financial Services first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • CRA Financial Services held 2,060 shares of Citigroup worth $288K as of Q2 2026.
  • CRA Financial Services bought 170 Citigroup shares in Q2 2026, an estimated $22.1K.
  • Citigroup made up 0.03% of CRA Financial Services's portfolio in Q2 2026, its #261 holding.
  • CRA Financial Services first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.