Forum Finance Group’s Citigroup C Stock Holding History

Forum Finance 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	$681K	Buy	6,025 +1,225	+26%	+$159K	0.25%	90
2026 Q1	$448K	Buy	+4,800	New	+$547K	0.24%	83

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

Forum Finance Group's C Position: Q2 2026 in Review

Forum Finance Group increased its Citigroup (C) stake by 26% in Q2 2026, buying an estimated $159K and bringing the position to 6,025 shares worth $681K. The position accounts for 0.25% of the portfolio, ranked #90.

Forum Finance Group first reported a position in C in Q1 2026 and has held it in 2 quarters since. 2,619 funds tracked by Wall St. Rank hold C as of Q2 2026.

Forum Finance Group held 6,025 shares of Citigroup worth $681K as of Q2 2026.
Forum Finance Group bought 1,225 Citigroup shares in Q2 2026, an estimated $159K.
Citigroup made up 0.25% of Forum Finance Group's portfolio in Q2 2026, its #90 holding.
Forum Finance Group first reported a position in Citigroup in Q1 2026 and has held it in 2 quarters since.
2,619 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.