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Empowered Funds’s Citigroup C Stock Holding History

Empowered Funds’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 		$78.4M Buy
559,997
+410,567
+275% +$53.4M 0.41% 30
2026
Q1 		$16.9M Buy
+149,430
New +$17M 0.11% 203
2025
Q4 		– Sell
-163,829
Closed -$16.6M – 1135
2025
Q3 		$16.6M Buy
163,829
+98,338
+150% +$9.33M 0.17% 110
2025
Q2 		$5.57M Buy
65,491
+9,149
+16% +$661K 0.06% 405
2025
Q1 		$4M Buy
56,342
+7,735
+16% +$590K 0.06% 455
2024
Q4 		$3.42M Buy
48,607
+7,436
+18% +$501K 0.05% 501
2024
Q3 		$2.58M Buy
41,171
+3,630
+10% +$224K 0.04% 577
2024
Q2 		$2.38M Buy
37,541
+5,068
+16% +$312K 0.04% 556
2024
Q1 		$2.05M Sell
32,473
-46,010
-59% -$2.56M 0.04% 606
2023
Q4 		$4.04M Buy
78,483
+2,156
+3% +$95.4K 0.1% 289
2023
Q3 		$3.14M Buy
76,327
+241
+0.3% +$10.6K 0.09% 295
2023
Q2 		$3.5M Buy
76,086
+41,855
+122% +$1.96M 0.12% 211
2023
Q1 		$1.61M Buy
+34,231
New +$1.68M 0.09% 228
2022
Q4 		– Sell
-20,038
Closed -$910K – 464
2022
Q3 		$835K Buy
20,038
+1,640
+9% +$81K 0.08% 199
2022
Q2 		$846K Sell
18,398
-680
-4% -$34K 0.11% 190
2022
Q1 		$1.02M Buy
+19,078
New +$1.18M 0.11% 184

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

Empowered Funds's C Position: Q2 2026 in Review

Empowered Funds increased its Citigroup (C) stake by 275% in Q2 2026, buying an estimated $53.4M and bringing the position to 559,997 shares worth $78.4M. The position accounts for 0.41% of the portfolio, ranked #30.

Empowered Funds first reported a position in C in Q1 2022 and has held it in 16 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Empowered Funds held 559,997 shares of Citigroup worth $78.4M as of Q2 2026.
  • Empowered Funds bought 410,567 Citigroup shares in Q2 2026, an estimated $53.4M.
  • Citigroup made up 0.41% of Empowered Funds's portfolio in Q2 2026, its #30 holding.
  • Empowered Funds first reported a position in Citigroup in Q1 2022 and has held it in 16 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.