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Finivi Inc’s Citigroup C Stock Holding History

Finivi Inc’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 		$3.3M Sell
23,604
-1,727
-7% -$225K 1.69% 18
2026
Q1 		$2.87M Buy
25,331
+1,531
+6% +$174K 1.57% 25
2025
Q4 		$2.78M Sell
23,800
-594
-2% -$61.7K 1.61% 22
2025
Q3 		$2.48M Sell
24,394
-3,044
-11% -$289K 1.58% 25
2025
Q2 		$2.34M Buy
27,438
+611
+2% +$44.2K 1.58% 24
2025
Q1 		$1.9M Buy
26,827
+1,406
+6% +$107K 1.53% 25
2024
Q4 		$1.79M Buy
25,421
+2,110
+9% +$142K 1.43% 25
2024
Q3 		$1.46M Buy
23,311
+567
+2% +$35.1K 1.18% 29
2024
Q2 		$1.44M Buy
+22,744
New +$1.4M 1.2% 27

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

Finivi Inc's C Position: Q2 2026 in Review

Finivi Inc reduced its Citigroup (C) stake by 6.8% in Q2 2026, selling an estimated $225K and leaving 23,604 shares worth $3.3M. The position accounts for 1.69% of the portfolio, ranked #18.

Finivi Inc first reported a position in C in Q2 2024 and has held it in 9 quarters since. 2,591 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Finivi Inc held 23,604 shares of Citigroup worth $3.3M as of Q2 2026.
  • Finivi Inc sold 1,727 Citigroup shares in Q2 2026, an estimated $225K.
  • Citigroup made up 1.69% of Finivi Inc's portfolio in Q2 2026, its #18 holding.
  • Finivi Inc first reported a position in Citigroup in Q2 2024 and has held it in 9 quarters since.
  • 2,591 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.