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DHJJ Financial Advisors’s Citigroup C Stock Holding History

DHJJ Financial Advisors’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 		$49.9K Hold
440
– – 0.02% 398
2025
Q4 		$51.3K Hold
440
– – 0.02% 381
2025
Q3 		$44.6K Buy
440
+26
+6% +$2.47K 0.02% 379
2025
Q2 		$35.2K Buy
414
+253
+157% +$18.3K 0.01% 398
2025
Q1 		$11.5K Hold
161
– – ﹤0.01% 486
2024
Q4 		$11.4K Sell
161
-320
-67% -$21.6K ﹤0.01% 482
2024
Q3 		$30.1K Hold
481
– – 0.01% 374
2024
Q2 		$30.6K Hold
481
– – 0.01% 334
2024
Q1 		$30.4K Hold
481
– – 0.01% 323
2023
Q4 		$24.8K Hold
481
– – 0.01% 341
2023
Q3 		$19.8K Buy
+481
New +$21.1K 0.01% 355

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

DHJJ Financial Advisors's C Position: Q1 2026 in Review

DHJJ Financial Advisors held its Citigroup (C) position steady in Q1 2026 at 440 shares worth $49.9K. The position accounts for 0.02% of the portfolio, ranked #398.

DHJJ Financial Advisors first reported a position in C in Q3 2023 and has held it in 11 quarters since. The position peaked at $51.3K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • DHJJ Financial Advisors held 440 shares of Citigroup worth $49.9K as of Q1 2026.
  • DHJJ Financial Advisors left its Citigroup share count unchanged in Q1 2026.
  • Citigroup made up 0.02% of DHJJ Financial Advisors's portfolio in Q1 2026, its #398 holding.
  • DHJJ Financial Advisors first reported a position in Citigroup in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's Citigroup position peaked at $51.3K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.