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Ethos Financial Group’s Citigroup C Stock Holding History

Ethos Financial Group’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 		$1.66M Buy
13,090
+6,834
+109% +$890K 0.11% 163
2026
Q1 		$863K Sell
6,256
-41
-0.7% -$4.67K 0.06% 223
2025
Q4 		$735K Buy
6,297
+435
+7% +$45.2K 0.05% 240
2025
Q3 		$595K Sell
5,862
-62
-1% -$5.88K 0.05% 242
2025
Q2 		$504K Buy
5,924
+341
+6% +$24.6K 0.04% 262
2025
Q1 		$393K Buy
5,583
+76
+1% +$5.79K 0.04% 278
2024
Q4 		$388K Buy
5,507
+197
+4% +$13.3K 0.05% 190
2024
Q3 		$332K Buy
5,310
+352
+7% +$21.8K 0.05% 181
2024
Q2 		$315K Sell
4,958
-32
-0.6% -$1.97K 0.06% 193
2024
Q1 		$316K Sell
4,990
-977
-16% -$54.4K 0.06% 198
2023
Q4 		$307K Sell
5,967
-21
-0.4% -$930 0.07% 197
2023
Q3 		$246K Buy
5,988
+1,094
+22% +$48K 0.06% 148
2023
Q2 		$229K Hold
4,894
– – 0.08% 125
2023
Q1 		$229K Hold
4,894
– – 0.07% 152
2022
Q4 		$221K Buy
+4,894
New +$222K 0.08% 130

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

Ethos Financial Group's C Position: Q2 2026 in Review

Ethos Financial Group increased its Citigroup (C) stake by 109% in Q2 2026, buying an estimated $890K and bringing the position to 13,090 shares worth $1.66M. The position accounts for 0.11% of the portfolio, ranked #163.

Ethos Financial Group first reported a position in C in Q4 2022 and has held it in 15 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Ethos Financial Group held 13,090 shares of Citigroup worth $1.66M as of Q2 2026.
  • Ethos Financial Group bought 6,834 Citigroup shares in Q2 2026, an estimated $890K.
  • Citigroup made up 0.11% of Ethos Financial Group's portfolio in Q2 2026, its #163 holding.
  • Ethos Financial Group first reported a position in Citigroup in Q4 2022 and has held it in 15 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.