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Donoghue Forlines’s Citigroup C Stock Holding History

Donoghue Forlines’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 		$802K Sell
5,727
-1,849
-24% -$241K 0.21% 109
2026
Q1 		$859K Sell
7,576
-8,461
-53% -$964K 0.24% 107
2025
Q4 		$1.87M Sell
16,037
-21,678
-57% -$2.25M 0.58% 57
2025
Q3 		$3.83M Buy
37,715
+18,917
+101% +$1.8M 1.18% 9
2025
Q2 		$1.6M Sell
18,798
-35,746
-66% -$2.58M 0.46% 61
2025
Q1 		$3.87M Buy
54,544
+32,947
+153% +$2.51M 1.23% 8
2024
Q4 		$1.52M Buy
+21,597
New +$1.46M 0.51% 68

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

Donoghue Forlines's C Position: Q2 2026 in Review

Donoghue Forlines reduced its Citigroup (C) stake by 24% in Q2 2026, selling an estimated $241K and leaving 5,727 shares worth $802K. The position accounts for 0.21% of the portfolio, ranked #109.

Donoghue Forlines first reported a position in C in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.87M in Q1 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Donoghue Forlines held 5,727 shares of Citigroup worth $802K as of Q2 2026.
  • Donoghue Forlines sold 1,849 Citigroup shares in Q2 2026, an estimated $241K.
  • Citigroup made up 0.21% of Donoghue Forlines's portfolio in Q2 2026, its #109 holding.
  • Donoghue Forlines first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • Donoghue Forlines's Citigroup position peaked at $3.87M in Q1 2025.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Donoghue Forlines's 13F filing for Q2 2026, filed 7 Aug 2026.