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Fortis Group Advisors’s Citigroup C Stock Holding History

Fortis Group 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 		$14K Hold
100
– – ﹤0.01% 367
2026
Q1 		$11.3K Hold
100
– – ﹤0.01% 373
2025
Q4 		$11.7K Hold
100
– – ﹤0.01% 373
2025
Q3 		$10.2K Hold
100
– – ﹤0.01% 340
2025
Q2 		$8.51K Hold
100
– – ﹤0.01% 338
2025
Q1 		$7.1K Hold
100
– – ﹤0.01% 324
2024
Q4 		$7.04K Hold
100
– – ﹤0.01% 332
2024
Q3 		$6.26K Hold
100
– – ﹤0.01% 342
2024
Q2 		$6.35K Hold
100
– – ﹤0.01% 336
2024
Q1 		$6.32K Sell
100
-100
-50% -$5.57K ﹤0.01% 355
2023
Q4 		$10.3K Buy
200
+100
+100% +$4.43K ﹤0.01% 297
2023
Q3 		$4.11K Buy
+100
New +$4.39K ﹤0.01% 307
2020
Q3 		$4K Buy
+100
New +$4.98K ﹤0.01% 350

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

Fortis Group Advisors's C Position: Q2 2026 in Review

Fortis Group Advisors held its Citigroup (C) position steady in Q2 2026 at 100 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Fortis Group Advisors first reported a position in C in Q3 2020 and has held it in 13 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Fortis Group Advisors held 100 shares of Citigroup worth $14K as of Q2 2026.
  • Fortis Group Advisors left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #367 holding.
  • Fortis Group Advisors first reported a position in Citigroup in Q3 2020 and has held it in 13 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.