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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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. 2,648 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.
2,648 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.