FMI
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F/M Investments’s Citigroup C Stock Holding History

F/M Investments’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 		$960K Buy
6,862
+3,646
+113% +$475K 0.05% 187
2026
Q1 		$365K Sell
3,216
-56,745
-95% -$6.46M 0.02% 265
2025
Q4 		$7M Sell
59,961
-23,962
-29% -$2.49M 0.27% 94
2025
Q3 		$8.52M Sell
83,923
-1,673
-2% -$159K 0.33% 72
2025
Q2 		$7.28M Buy
85,596
+1,408
+2% +$102K 0.26% 77
2025
Q1 		$5.98M Buy
+84,188
New +$6.42M 0.24% 82
2021
Q4 		– Sell
-40,045
Closed -$2.81M – 84
2021
Q3 		$2.81M Buy
+40,045
New +$2.8M 2.01% 13

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

F/M Investments's C Position: Q2 2026 in Review

F/M Investments increased its Citigroup (C) stake by 113% in Q2 2026, buying an estimated $475K and bringing the position to 6,862 shares worth $960K. The position accounts for 0.05% of the portfolio, ranked #187.

F/M Investments first reported a position in C in Q3 2021 and has held it in 7 quarters since. The position peaked at $8.52M in Q3 2025. 2,635 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • F/M Investments held 6,862 shares of Citigroup worth $960K as of Q2 2026.
  • F/M Investments bought 3,646 Citigroup shares in Q2 2026, an estimated $475K.
  • Citigroup made up 0.05% of F/M Investments's portfolio in Q2 2026, its #187 holding.
  • F/M Investments first reported a position in Citigroup in Q3 2021 and has held it in 7 quarters since.
  • F/M Investments's Citigroup position peaked at $8.52M in Q3 2025.
  • 2,635 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.