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Foundations Investment Advisors’s Citigroup C Stock Holding History

Foundations Investment 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 		$74.1M Sell
529,688
-87,927
-14% -$11.4M 0.76% 31
2026
Q1 		$70M Buy
617,615
+55,097
+10% +$6.27M 0.87% 25
2025
Q4 		$65.6M Buy
562,518
+55,813
+11% +$5.8M 0.86% 26
2025
Q3 		$51.4M Buy
506,705
+44,656
+10% +$4.24M 0.75% 34
2025
Q2 		$39.3M Buy
462,049
+77,759
+20% +$5.62M 0.62% 44
2025
Q1 		$27.3M Buy
384,290
+64,621
+20% +$4.93M 0.5% 51
2024
Q4 		$22.5M Buy
319,669
+58,204
+22% +$3.92M 0.43% 58
2024
Q3 		$16.4M Buy
261,465
+32,210
+14% +$1.99M 0.34% 70
2024
Q2 		$14.5M Buy
229,255
+24,915
+12% +$1.54M 0.35% 65
2024
Q1 		$12.9M Buy
204,340
+32,703
+19% +$1.82M 0.34% 63
2023
Q4 		$9.62M Buy
171,637
+26,183
+18% +$1.16M 0.26% 78
2023
Q3 		$5.98M Buy
145,454
+37,233
+34% +$1.63M 0.18% 98
2023
Q2 		$4.98M Buy
108,221
+30,936
+40% +$1.45M 0.17% 92
2023
Q1 		$3.62M Buy
77,285
+20,592
+36% +$1.01M 0.13% 108
2022
Q4 		$2.56M Buy
56,693
+36,852
+186% +$1.67M 0.1% 106
2022
Q3 		$827K Buy
19,841
+14,802
+294% +$731K 0.04% 188
2022
Q2 		$233K Buy
+5,039
New +$252K 0.01% 345

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

Foundations Investment Advisors's C Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Citigroup (C) stake by 14% in Q2 2026, selling an estimated $11.4M and leaving 529,688 shares worth $74.1M. The position accounts for 0.76% of the portfolio, ranked #31.

Foundations Investment Advisors first reported a position in C in Q2 2022 and has held it in 17 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Foundations Investment Advisors held 529,688 shares of Citigroup worth $74.1M as of Q2 2026.
  • Foundations Investment Advisors sold 87,927 Citigroup shares in Q2 2026, an estimated $11.4M.
  • Citigroup made up 0.76% of Foundations Investment Advisors's portfolio in Q2 2026, its #31 holding.
  • Foundations Investment Advisors first reported a position in Citigroup in Q2 2022 and has held it in 17 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.