FFM
C icon

Forum Financial Management’s Citigroup C Stock Holding History

Forum Financial 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 		$670K Buy
4,785
+134
+3% +$17.4K 0.01% 175
2026
Q1 		$528K Sell
4,651
-28,860
-86% -$3.29M 0.01% 190
2025
Q4 		$3.91M Buy
33,511
+191
+0.6% +$19.8K 0.05% 81
2025
Q3 		$3.38M Buy
33,320
+1,778
+6% +$169K 0.05% 87
2025
Q2 		$2.68M Buy
31,542
+1,285
+4% +$92.9K 0.04% 99
2025
Q1 		$2.15M Sell
30,257
-81
-0.3% -$6.18K 0.04% 109
2024
Q4 		$2.14M Buy
30,338
+5,089
+20% +$343K 0.04% 113
2024
Q3 		$1.58M Sell
25,249
-1,245
-5% -$77K 0.03% 135
2024
Q2 		$1.68M Buy
26,494
+895
+3% +$55.2K 0.03% 120
2024
Q1 		$1.62M Sell
25,599
-487
-2% -$27.1K 0.03% 141
2023
Q4 		$1.34M Buy
26,086
+921
+4% +$40.8K 0.03% 130
2023
Q3 		$1.04M Sell
25,165
-112
-0.4% -$4.92K 0.02% 156
2023
Q2 		$1.16M Buy
25,277
+1,440
+6% +$67.4K 0.03% 139
2023
Q1 		$1.12M Buy
23,837
+240
+1% +$11.8K 0.03% 129
2022
Q4 		$1.07M Buy
23,597
+60
+0.3% +$2.73K 0.04% 125
2022
Q3 		$981K Buy
23,537
+1,224
+5% +$60.5K 0.05% 117
2022
Q2 		$1.03M Sell
22,313
-3,079
-12% -$154K 0.05% 122
2022
Q1 		$1.35M Buy
25,392
+7
+0% +$432 0.07% 92
2021
Q4 		$1.53M Buy
+25,385
New +$1.69M 0.08% 79

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

Forum Financial Management's C Position: Q2 2026 in Review

Forum Financial Management increased its Citigroup (C) stake by 2.9% in Q2 2026, buying an estimated $17.4K and bringing the position to 4,785 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #175.

Forum Financial Management first reported a position in C in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.91M in Q4 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Forum Financial Management held 4,785 shares of Citigroup worth $670K as of Q2 2026.
  • Forum Financial Management bought 134 Citigroup shares in Q2 2026, an estimated $17.4K.
  • Citigroup made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #175 holding.
  • Forum Financial Management first reported a position in Citigroup in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Citigroup position peaked at $3.91M in Q4 2025.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.