Financial Freedom LLC’s Citigroup C Stock Holding History

Financial Freedom LLC’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 Q1	$21.9K	Buy	193 +79	+69%	+$9K	0.01%	223
2025 Q4	$13.3K	Buy	114 +1	+0.9%	+$104	0.01%	250
2025 Q3	$11.5K	Hold	113	–	–	0.01%	264
2025 Q2	$9.63K	Buy	113 +1	+0.9%	+$72	0.01%	276
2025 Q1	$7.98K	Hold	112	–	–	﹤0.01%	291
2024 Q4	$7.87K	Buy	112 +1	+0.9%	+$67	﹤0.01%	292
2024 Q3	$6.96K	Buy	111 +1	+0.9%	+$62	﹤0.01%	296
2024 Q2	$7K	Hold	110	–	–	﹤0.01%	302
2024 Q1	$6.93K	Buy	110 +1	+0.9%	+$56	﹤0.01%	297
2023 Q4	$5.6K	Buy	109 +1	+0.9%	+$44	﹤0.01%	305
2023 Q3	$4.44K	Buy	108 +1	+0.9%	+$44	﹤0.01%	319
2023 Q2	$4.92K	Buy	107 +1	+0.9%	+$47	﹤0.01%	329
2023 Q1	$4.96K	Buy	106 +1	+1%	+$49	﹤0.01%	321
2022 Q4	$4.75K	Buy	+105	New	+$4.77K	﹤0.01%	319

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Freedom LLC's C Position: Q1 2026 in Review

Financial Freedom LLC increased its Citigroup (C) stake by 69% in Q1 2026, buying an estimated $9K and bringing the position to 193 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #223.

Financial Freedom LLC first reported a position in C in Q4 2022 and has held it in 14 quarters since. 2,455 funds tracked by Wall St. Rank hold C as of Q1 2026.

Financial Freedom LLC held 193 shares of Citigroup worth $21.9K as of Q1 2026.
Financial Freedom LLC bought 79 Citigroup shares in Q1 2026, an estimated $9K.
Citigroup made up 0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #223 holding.
Financial Freedom LLC first reported a position in Citigroup in Q4 2022 and has held it in 14 quarters since.
2,455 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.