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Financial Perspectives’s Citigroup C Stock Holding History

Financial Perspectives’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 		$76.4K Hold
546
– – 0.02% 275
2026
Q1 		$61.9K Hold
546
– – 0.02% 280
2025
Q4 		$63.7K Hold
546
– – 0.02% 276
2025
Q3 		$55.4K Hold
546
– – 0.02% 302
2025
Q2 		$46.5K Hold
546
– – 0.01% 320
2025
Q1 		$38.8K Hold
546
– – 0.01% 326
2024
Q4 		$38.4K Hold
546
– – 0.01% 327
2024
Q3 		$34.2K Hold
546
– – 0.01% 318
2024
Q2 		$34.6K Hold
546
– – 0.01% 313
2024
Q1 		$34.5K Sell
546
-8
-1% -$445 0.01% 314
2023
Q4 		$28.5K Buy
554
+8
+1% +$354 0.01% 335
2023
Q3 		$22.5K Hold
546
– – 0.01% 344
2023
Q2 		$25.1K Hold
546
– – 0.01% 334
2023
Q1 		$25.6K Hold
546
– – 0.01% 331
2022
Q4 		$24.7K Hold
546
– – 0.01% 329
2022
Q3 		$22.8K Sell
546
-20
-4% -$988 0.01% 328
2022
Q2 		$26K Hold
566
– – 0.01% 312
2022
Q1 		$30.2K Hold
566
– – 0.01% 309
2021
Q4 		$34.2K Hold
566
– – 0.02% 284
2021
Q3 		$39.7K Hold
566
– – 0.02% 263
2021
Q2 		$40K Sell
566
-40,611
-99% -$3M 0.02% 283
2021
Q1 		$566K Buy
41,177
+40,611
+7,175% +$2.71M 0.03% 270
2020
Q4 		$34.9K Hold
566
– – 0.02% 269
2020
Q3 		$24.4K Hold
566
– – 0.02% 268
2020
Q2 		$28.9K Sell
566
-49
-8% -$2.33K 0.02% 228
2020
Q1 		$25.9K Sell
615
-254
-29% -$17.1K 0.02% 217
2019
Q4 		$69.5K Buy
+869
New +$64.2K 0.05% 152

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

Financial Perspectives's C Position: Q2 2026 in Review

Financial Perspectives held its Citigroup (C) position steady in Q2 2026 at 546 shares worth $76.4K. The position accounts for 0.02% of the portfolio, ranked #275.

Financial Perspectives first reported a position in C in Q4 2019 and has held it in 27 quarters since. The position peaked at $566K in Q1 2021. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Financial Perspectives held 546 shares of Citigroup worth $76.4K as of Q2 2026.
  • Financial Perspectives left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #275 holding.
  • Financial Perspectives first reported a position in Citigroup in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Citigroup position peaked at $566K in Q1 2021.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.