Formidable Asset Management’s Citigroup C Stock Holding History

Formidable Asset Management’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	$456K	Buy	4,018 +2,141	+114%	+$279K	0.07%	245
2026 Q1	$219K	Buy	+1,877	New	+$214K	0.03%	357
2016 Q2	–	Sell	-324	Closed	-$15K	–	197
2016 Q1	$15K	Sell	324 -5	-2%	-$209	0.01%	300
2015 Q4	$16K	Hold	329	–	–	0.01%	324
2015 Q3	$16K	Sell	329 -500	-60%	-$27.3K	0.01%	340
2015 Q2	$46K	Hold	829	–	–	0.03%	222
2015 Q1	$45K	Sell	829 -100	-11%	-$5.09K	0.03%	217
2014 Q4	$50K	Hold	929	–	–	0.03%	196
2014 Q3	$50K	Hold	929	–	–	0.03%	192
2014 Q2	$44K	Buy	929 +150	+19%	+$7.13K	0.03%	218
2014 Q1	$37K	Sell	779 -30	-4%	-$1.49K	0.03%	212
2013 Q4	$40K	Buy	809 +503	+164%	+$25.5K	0.03%	217
2013 Q3	$15K	Buy	+306	New	+$15.5K	0.01%	258

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

Formidable Asset Management's C Position: Q2 2026 in Review

Formidable Asset Management increased its Citigroup (C) stake by 114% in Q2 2026, buying an estimated $279K and bringing the position to 4,018 shares worth $456K. The position accounts for 0.07% of the portfolio, ranked #245.

Formidable Asset Management first reported a position in C in Q3 2013 and has held it in 13 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Formidable Asset Management held 4,018 shares of Citigroup worth $456K as of Q2 2026.
Formidable Asset Management bought 2,141 Citigroup shares in Q2 2026, an estimated $279K.
Citigroup made up 0.07% of Formidable Asset Management's portfolio in Q2 2026, its #245 holding.
Formidable Asset Management first reported a position in Citigroup in Q3 2013 and has held it in 13 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.