First Foundation Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.02M | Buy |
7,281
+749
| +11% | +$97.5K | 0.04% | 182 |
|
|
2026
Q1 | $741K | Buy |
6,532
+490
| +8% | +$55.8K | 0.03% | 199 |
|
|
2025
Q4 | $705K | Buy |
6,042
+427
| +8% | +$44.3K | 0.03% | 197 |
|
|
2025
Q3 | $570K | Buy |
5,615
+1,607
| +40% | +$152K | 0.02% | 219 |
|
|
2025
Q2 | $341K | Hold |
4,008
| – | – | 0.01% | 275 |
|
|
2025
Q1 | $285K | Hold |
4,008
| – | – | 0.01% | 280 |
|
|
2024
Q4 | $282K | Buy |
4,008
+1
| +0% | +$67 | 0.01% | 295 |
|
|
2024
Q3 | $251K | Buy |
4,007
+1,140
| +40% | +$70.5K | 0.01% | 307 |
|
|
2024
Q2 | $182K | Buy |
2,867
+125
| +5% | +$7.71K | 0.01% | 335 |
|
|
2024
Q1 | $173K | Buy |
2,742
+468
| +21% | +$26K | 0.01% | 343 |
|
|
2023
Q4 | $117K | Buy |
+2,274
| New | +$101K | 0.01% | 375 |
|
|
2023
Q3 | – | Sell |
-4,901
| Closed | -$226K | – | 428 |
|
|
2023
Q2 | $226K | Buy |
+4,901
| New | +$230K | 0.01% | 364 |
|
|
2022
Q3 | – | Sell |
-5,507
| Closed | -$253K | – | 388 |
|
|
2022
Q2 | $253K | Buy |
5,507
+323
| +6% | +$16.2K | 0.01% | 334 |
|
|
2022
Q1 | $277K | Buy |
5,184
+1,236
| +31% | +$76.3K | 0.01% | 347 |
|
|
2021
Q4 | $238K | Sell |
3,948
-2,693
| -41% | -$179K | 0.01% | 381 |
|
|
2021
Q3 | $466K | Sell |
6,641
-61
| -0.9% | -$4.26K | 0.02% | 282 |
|
|
2021
Q2 | $474K | Buy |
6,702
+993
| +17% | +$73.5K | 0.02% | 292 |
|
|
2021
Q1 | $415K | Buy |
5,709
+28
| +0.5% | +$1.87K | 0.02% | 294 |
|
|
2020
Q4 | $350K | Buy |
5,681
+305
| +6% | +$15.5K | 0.02% | 311 |
|
|
2020
Q3 | $232K | Buy |
5,376
+13
| +0.2% | +$648 | 0.01% | 335 |
|
|
2020
Q2 | $274K | Sell |
5,363
-276
| -5% | -$13.1K | 0.01% | 289 |
|
|
2020
Q1 | $238K | Sell |
5,639
-1,163
| -17% | -$78.1K | 0.01% | 302 |
|
|
2019
Q4 | $543K | Sell |
6,802
-26,633
| -80% | -$1.97M | 0.03% | 236 |
|
|
2019
Q3 | $2.31M | Buy |
33,435
+708
| +2% | +$48.2K | 0.12% | 109 |
|
|
2019
Q2 | $2.29M | Buy |
32,727
+1,883
| +6% | +$126K | 0.13% | 109 |
|
|
2019
Q1 | $1.92M | Buy |
30,844
+11,304
| +58% | +$702K | 0.11% | 115 |
|
|
2018
Q4 | $1.02M | Buy |
19,540
+14,854
| +317% | +$941K | 0.06% | 180 |
|
|
2018
Q3 | $336K | Sell |
4,686
-1,324
| -22% | -$93.6K | 0.02% | 275 |
|
|
2018
Q2 | $402K | Buy |
6,010
+777
| +15% | +$53.5K | 0.02% | 233 |
|
|
2018
Q1 | $353K | Sell |
5,233
-874
| -14% | -$65.7K | 0.02% | 245 |
|
|
2017
Q4 | $454K | Sell |
6,107
-1,002
| -14% | -$74.1K | 0.02% | 233 |
|
|
2017
Q3 | $517K | Sell |
7,109
-27,646
| -80% | -$1.89M | 0.03% | 201 |
|
|
2017
Q2 | $2.32M | Buy |
+34,755
| New | +$2.13M | 0.14% | 96 |
|
|
2016
Q2 | – | Sell |
-6,802
| Closed | -$284K | – | 295 |
|
|
2016
Q1 | $284K | Sell |
6,802
-211
| -3% | -$8.82K | 0.02% | 239 |
|
|
2015
Q4 | $363K | Sell |
7,013
-161
| -2% | -$8.54K | 0.02% | 201 |
|
|
2015
Q3 | $356K | Buy |
7,174
+110
| +2% | +$6.01K | 0.03% | 175 |
|
|
2015
Q2 | $390K | Sell |
7,064
-542
| -7% | -$29.5K | 0.03% | 167 |
|
|
2015
Q1 | $392K | Buy |
7,606
+888
| +13% | +$45.2K | 0.03% | 166 |
|
|
2014
Q4 | $364K | Sell |
6,718
-1,916
| -22% | -$102K | 0.03% | 173 |
|
|
2014
Q3 | $447K | Buy |
8,634
+2,021
| +31% | +$102K | 0.04% | 145 |
|
|
2014
Q2 | $311K | Sell |
6,613
-266
| -4% | -$12.7K | 0.03% | 165 |
|
|
2014
Q1 | $327K | Sell |
6,879
-1,213
| -15% | -$60.4K | 0.04% | 140 |
|
|
2013
Q4 | $422K | Buy |
8,092
+910
| +13% | +$46.1K | 0.06% | 113 |
|
|
2013
Q3 | $348K | Sell |
7,182
-474
| -6% | -$24K | 0.05% | 124 |
|
|
2013
Q2 | $367K | Buy |
+7,656
| New | +$368K | 0.07% | 93 |
|
Other funds holding C
First Foundation Advisors's C Position: Q2 2026 in Review
First Foundation Advisors increased its Citigroup (C) stake by 11% in Q2 2026, buying an estimated $97.5K and bringing the position to 7,281 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #182.
First Foundation Advisors first reported a position in C in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.32M in Q2 2017. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.
- First Foundation Advisors held 7,281 shares of Citigroup worth $1.02M as of Q2 2026.
- First Foundation Advisors bought 749 Citigroup shares in Q2 2026, an estimated $97.5K.
- Citigroup made up 0.04% of First Foundation Advisors's portfolio in Q2 2026, its #182 holding.
- First Foundation Advisors first reported a position in Citigroup in Q2 2013 and has held it in 45 quarters since.
- First Foundation Advisors's Citigroup position peaked at $2.32M in Q2 2017.
- 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.