FFG
C icon

Fortem Financial Group’s Citigroup C Stock Holding History

Fortem Financial Group’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 		$252K Hold
1,803
– – 0.05% 170
2026
Q1 		$204K Sell
1,803
-40
-2% -$4.55K 0.05% 166
2025
Q4 		$215K Buy
+1,843
New +$191K 0.06% 158
2023
Q1 		– Sell
-9,481
Closed -$429K – 151
2022
Q4 		$429K Buy
9,481
+775
+9% +$35.2K 0.25% 109
2022
Q3 		$363K Buy
+8,706
New +$430K 0.25% 118
2021
Q1 		– Sell
-2,032
Closed -$125K – 204
2020
Q4 		$125K Buy
+2,032
New +$103K 0.07% 172

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

Fortem Financial Group's C Position: Q2 2026 in Review

Fortem Financial Group held its Citigroup (C) position steady in Q2 2026 at 1,803 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #170.

Fortem Financial Group first reported a position in C in Q4 2020 and has held it in 6 quarters since. The position peaked at $429K in Q4 2022. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Fortem Financial Group held 1,803 shares of Citigroup worth $252K as of Q2 2026.
  • Fortem Financial Group left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.05% of Fortem Financial Group's portfolio in Q2 2026, its #170 holding.
  • Fortem Financial Group first reported a position in Citigroup in Q4 2020 and has held it in 6 quarters since.
  • Fortem Financial Group's Citigroup position peaked at $429K in Q4 2022.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.