FFA
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Fi3 Financial Advisors’s Citigroup C Stock Holding History

Fi3 Financial Advisors’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 		$935K Buy
7,963
+1,777
+29% +$231K 0.22% 48
2026
Q1 		$702K Buy
6,186
+392
+7% +$44.6K 0.2% 49
2025
Q4 		$676K Buy
5,794
+823
+17% +$85.5K 0.21% 49
2025
Q3 		$505K Buy
4,971
+9
+0.2% +$854 0.17% 56
2025
Q2 		$422K Buy
4,962
+662
+15% +$47.9K 0.15% 65
2025
Q1 		$305K Buy
4,300
+138
+3% +$10.5K 0.12% 76
2024
Q4 		$293K Buy
4,162
+402
+11% +$27.1K 0.11% 77
2024
Q3 		$235K Buy
+3,760
New +$233K 0.09% 87

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

Fi3 Financial Advisors's C Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Citigroup (C) stake by 29% in Q2 2026, buying an estimated $231K and bringing the position to 7,963 shares worth $935K. The position accounts for 0.22% of the portfolio, ranked #48.

Fi3 Financial Advisors first reported a position in C in Q3 2024 and has held it in 8 quarters since. 2,640 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Fi3 Financial Advisors held 7,963 shares of Citigroup worth $935K as of Q2 2026.
  • Fi3 Financial Advisors bought 1,777 Citigroup shares in Q2 2026, an estimated $231K.
  • Citigroup made up 0.22% of Fi3 Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • Fi3 Financial Advisors first reported a position in Citigroup in Q3 2024 and has held it in 8 quarters since.
  • 2,640 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.