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
2023 Q1	–	Sell	-24,956	Closed	-$1.13M	–	540
2022 Q4	$1.13M	Buy	+24,956	New	+$1.13M	0.07%	249

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empowered Funds's C Position: Q1 2026 in Review

Empowered Funds opened a new position in Citigroup (C) in Q1 2026: 149,430 shares worth $16.9M. The stake represents 0.11% of the portfolio and ranks #203 among its holdings. This is a return to the name: Empowered Funds previously reported a position in C as recently as Q3 2025.

Empowered Funds first reported a position in C in Q1 2022 and has held it in 15 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Empowered Funds held 149,430 shares of Citigroup worth $16.9M as of Q1 2026.
Citigroup was a new Empowered Funds position in Q1 2026.
Citigroup made up 0.11% of Empowered Funds's portfolio in Q1 2026, its #203 holding.
Empowered Funds first reported a position in Citigroup in Q1 2022 and has held it in 15 quarters since.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.