DecisionPoint Financial’s Citigroup C Stock Holding History

DecisionPoint Financial’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	$3.5K	Buy	25 +11	+79%	+$1.43K	﹤0.01%	267
2026 Q1	$1.59K	Hold	14	–	–	﹤0.01%	296
2025 Q4	$1.63K	Hold	14	–	–	﹤0.01%	353
2025 Q3	$1.38K	Hold	14	–	–	﹤0.01%	282
2025 Q2	$1.21K	Buy	+14	New	+$1.01K	﹤0.01%	281
2025 Q1	–	Sell	-4,000	Closed	-$282K	–	260
2024 Q4	$282K	Hold	4,000	–	–	0.09%	34
2024 Q3	$250K	Hold	4,000	–	–	0.08%	34
2024 Q2	$260K	Hold	4,000	–	–	0.09%	35
2024 Q1	$251K	Buy	+4,000	New	+$223K	0.1%	32
2023 Q4	–	Sell	-46	Closed	-$1.89K	–	219
2023 Q3	$1.89K	Buy	+46	New	+$2.02K	﹤0.01%	202

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

DecisionPoint Financial's C Position: Q2 2026 in Review

DecisionPoint Financial increased its Citigroup (C) stake by 79% in Q2 2026, buying an estimated $1.43K and bringing the position to 25 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

DecisionPoint Financial first reported a position in C in Q3 2023 and has held it in 10 quarters since. The position peaked at $282K in Q4 2024. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

DecisionPoint Financial held 25 shares of Citigroup worth $3.5K as of Q2 2026.
DecisionPoint Financial bought 11 Citigroup shares in Q2 2026, an estimated $1.43K.
Citigroup made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #267 holding.
DecisionPoint Financial first reported a position in Citigroup in Q3 2023 and has held it in 10 quarters since.
DecisionPoint Financial's Citigroup position peaked at $282K in Q4 2024.
2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.