Financial Engines Advisors’s Citigroup C Stock Holding History

Financial Engines 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	$668K	Buy	4,773 +111	+2%	+$14.4K	﹤0.01%	365
2026 Q1	$529K	Sell	4,662 -145	-3%	-$16.5K	﹤0.01%	380
2025 Q4	$561K	Buy	4,807 +320	+7%	+$33.2K	﹤0.01%	380
2025 Q3	$455K	Buy	4,487 +173	+4%	+$16.4K	﹤0.01%	409
2025 Q2	$367K	Buy	4,314 +188	+5%	+$13.6K	﹤0.01%	416
2025 Q1	$293K	Sell	4,126 -1,503	-27%	-$115K	﹤0.01%	378
2024 Q4	$396K	Buy	+5,629	New	+$379K	﹤0.01%	349
2018 Q1	–	Sell	-72	Closed	-$5K	–	146
2017 Q4	$5K	Sell	72 -53	-42%	-$3.92K	﹤0.01%	118
2017 Q3	$9K	Buy	125 +112	+862%	+$7.65K	﹤0.01%	90
2017 Q2	$1K	Sell	13 -203	-94%	-$12.4K	﹤0.01%	72
2017 Q1	$13K	Sell	216 -1	-0.5%	-$59	﹤0.01%	64
2016 Q4	$13K	Buy	+217	New	+$11.7K	﹤0.01%	64

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 $3.37T AUM 44.26% 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

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

Financial Engines Advisors increased its Citigroup (C) stake by 2.4% in Q2 2026, buying an estimated $14.4K and bringing the position to 4,773 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Financial Engines Advisors first reported a position in C in Q4 2016 and has held it in 12 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Financial Engines Advisors held 4,773 shares of Citigroup worth $668K as of Q2 2026.
Financial Engines Advisors bought 111 Citigroup shares in Q2 2026, an estimated $14.4K.
Citigroup made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #365 holding.
Financial Engines Advisors first reported a position in Citigroup in Q4 2016 and has held it in 12 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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