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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
Q2 		$61.6K Hold
440
– – 0.02% 382
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 $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 $3.38T AUM 44.17% 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

DHJJ Financial Advisors's C Position: Q2 2026 in Review

DHJJ Financial Advisors held its Citigroup (C) position steady in Q2 2026 at 440 shares worth $61.6K. The position accounts for 0.02% of the portfolio, ranked #382.

DHJJ Financial Advisors first reported a position in C in Q3 2023 and has held it in 12 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • DHJJ Financial Advisors held 440 shares of Citigroup worth $61.6K as of Q2 2026.
  • DHJJ Financial Advisors left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #382 holding.
  • DHJJ Financial Advisors first reported a position in Citigroup in Q3 2023 and has held it in 12 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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