FORA Capital’s Citigroup C Stock Holding History

FORA Capital’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	$2.23M	Buy	15,946 +10,868	+214%	+$1.41M	0.15%	156
2026 Q1	$576K	Sell	5,078 -69,081	-93%	-$7.87M	0.04%	295
2025 Q4	$9.23M	Buy	74,159 +44,818	+153%	+$4.65M	1.12%	19
2025 Q3	$2.98M	Buy	+29,341	New	+$2.78M	0.53%	37
2022 Q3	–	Sell	-14,393	Closed	-$662K	–	424
2022 Q2	$662K	Buy	+14,393	New	+$720K	0.13%	202
2021 Q4	–	Sell	-18,274	Closed	-$1.28M	–	324
2021 Q3	$1.28M	Buy	+18,274	New	+$1.28M	0.32%	94
2021 Q2	–	Sell	-12,610	Closed	-$917K	–	895
2021 Q1	$917K	Buy	+12,610	New	+$842K	0.3%	68
2020 Q2	–	Sell	-6,219	Closed	-$262K	–	928
2020 Q1	$262K	Buy	+6,219	New	+$417K	0.06%	383

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FORA Capital's C Position: Q2 2026 in Review

FORA Capital increased its Citigroup (C) stake by 214% in Q2 2026, buying an estimated $1.41M and bringing the position to 15,946 shares worth $2.23M. The position accounts for 0.15% of the portfolio, ranked #156.

FORA Capital first reported a position in C in Q1 2020 and has held it in 8 quarters since. The position peaked at $9.23M in Q4 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

FORA Capital held 15,946 shares of Citigroup worth $2.23M as of Q2 2026.
FORA Capital bought 10,868 Citigroup shares in Q2 2026, an estimated $1.41M.
Citigroup made up 0.15% of FORA Capital's portfolio in Q2 2026, its #156 holding.
FORA Capital first reported a position in Citigroup in Q1 2020 and has held it in 8 quarters since.
FORA Capital's Citigroup position peaked at $9.23M in Q4 2025.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.