First Heartland Consultants’s Citigroup C Stock Holding History

First Heartland Consultants’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	$282K	Buy	2,016 +183	+10%	+$23.8K	0.02%	488
2026 Q1	$208K	Sell	1,833 -2,831	-61%	-$322K	0.02%	503
2025 Q4	$544K	Buy	4,664 +5	+0.1%	+$519	0.04%	279
2025 Q3	$473K	Sell	4,659 -336	-7%	-$31.9K	0.04%	297
2025 Q2	$425K	Buy	4,995 +493	+11%	+$35.6K	0.04%	303
2025 Q1	$320K	Buy	+4,502	New	+$343K	0.03%	336
2021 Q3	–	Sell	-5,566	Closed	-$394K	–	392
2021 Q2	$394K	Sell	5,566 -301	-5%	-$22.3K	0.06%	250
2021 Q1	$427K	Buy	5,867 +30	+0.5%	+$2K	0.07%	228
2020 Q4	$360K	Sell	5,837 -583	-9%	-$29.6K	0.06%	214
2020 Q3	$277K	Sell	6,420 -183	-3%	-$9.12K	0.05%	224
2020 Q2	$337K	Buy	6,603 +1,735	+36%	+$82.3K	0.07%	199
2020 Q1	$205K	Buy	4,868 +2,120	+77%	+$142K	0.05%	225
2019 Q4	$220K	Buy	+2,748	New	+$203K	0.04%	277
2019 Q2	–	Sell	-3,649	Closed	-$227K	–	285
2019 Q1	$227K	Buy	+3,649	New	+$227K	0.06%	248
2018 Q4	–	Sell	-3,537	Closed	-$254K	–	244
2018 Q3	$254K	Buy	+3,537	New	+$250K	0.08%	209

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

First Heartland Consultants's C Position: Q2 2026 in Review

First Heartland Consultants increased its Citigroup (C) stake by 10% in Q2 2026, buying an estimated $23.8K and bringing the position to 2,016 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #488.

First Heartland Consultants first reported a position in C in Q3 2018 and has held it in 15 quarters since. The position peaked at $544K in Q4 2025. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

First Heartland Consultants held 2,016 shares of Citigroup worth $282K as of Q2 2026.
First Heartland Consultants bought 183 Citigroup shares in Q2 2026, an estimated $23.8K.
Citigroup made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #488 holding.
First Heartland Consultants first reported a position in Citigroup in Q3 2018 and has held it in 15 quarters since.
First Heartland Consultants's Citigroup position peaked at $544K in Q4 2025.
803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.