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Florida Financial Advisors’s Citigroup C Stock Holding History

Florida Financial Advisors’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 		$512K Buy
3,661
+113
+3% +$14.7K 0.09% 195
2026
Q1 		$402K Buy
3,548
+250
+8% +$28.5K 0.1% 194
2025
Q4 		$385K Buy
3,298
+1,244
+61% +$129K 0.1% 175
2025
Q3 		$209K Buy
+2,054
New +$195K 0.06% 253

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

Florida Financial Advisors's C Position: Q2 2026 in Review

Florida Financial Advisors increased its Citigroup (C) stake by 3.2% in Q2 2026, buying an estimated $14.7K and bringing the position to 3,661 shares worth $512K. The position accounts for 0.09% of the portfolio, ranked #195.

Florida Financial Advisors first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Florida Financial Advisors held 3,661 shares of Citigroup worth $512K as of Q2 2026.
  • Florida Financial Advisors bought 113 Citigroup shares in Q2 2026, an estimated $14.7K.
  • Citigroup made up 0.09% of Florida Financial Advisors's portfolio in Q2 2026, its #195 holding.
  • Florida Financial Advisors first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.