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Founders Financial Alliance’s Citigroup C Stock Holding History

Founders Financial Alliance’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 		$968K Buy
6,915
+269
+4% +$35K 0.13% 157
2026
Q1 		$754K Buy
6,646
+82
+1% +$9.34K 0.14% 152
2025
Q4 		$766K Buy
6,564
+5
+0.1% +$519 0.14% 141
2025
Q3 		$666K Buy
6,559
+2,019
+44% +$192K 0.13% 156
2025
Q2 		$386K Sell
4,540
-2,576
-36% -$186K 0.09% 220
2025
Q1 		$505K Buy
7,116
+987
+16% +$75.3K 0.12% 167
2024
Q4 		$431K Buy
6,129
+19
+0.3% +$1.28K 0.12% 169
2024
Q3 		$382K Buy
6,110
+30
+0.5% +$1.85K 0.11% 189
2024
Q2 		$386K Sell
6,080
-472
-7% -$29.1K 0.11% 174
2024
Q1 		$414K Sell
6,552
-585
-8% -$32.6K 0.12% 171
2023
Q4 		$367K Sell
7,137
-317
-4% -$14K 0.14% 153
2023
Q3 		$307K Sell
7,454
-1,447
-16% -$63.5K 0.13% 167
2023
Q2 		$410K Buy
8,901
+239
+3% +$11.2K 0.16% 142
2023
Q1 		$410K Sell
8,662
-934
-10% -$45.8K 0.2% 115
2022
Q4 		$434K Buy
9,596
+47
+0.5% +$2.13K 0.2% 116
2022
Q3 		$398K Buy
9,549
+949
+11% +$46.9K 0.2% 114
2022
Q2 		$395K Sell
8,600
-1,134
-12% -$56.7K 0.2% 110
2022
Q1 		$520K Buy
9,734
+242
+3% +$14.9K 0.23% 100
2021
Q4 		$573K Sell
9,492
-338
-3% -$22.5K 0.23% 99
2021
Q3 		$690K Buy
9,830
+987
+11% +$69K 0.32% 77
2021
Q2 		$628K Buy
8,843
+484
+6% +$35.8K 0.29% 81
2021
Q1 		$627K Buy
8,359
+2,620
+46% +$175K 0.31% 75
2020
Q4 		$355K Buy
5,739
+653
+13% +$33.2K 0.2% 116
2020
Q3 		$218K Buy
+5,086
New +$253K 0.13% 144

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

Founders Financial Alliance's C Position: Q2 2026 in Review

Founders Financial Alliance increased its Citigroup (C) stake by 4% in Q2 2026, buying an estimated $35K and bringing the position to 6,915 shares worth $968K. The position accounts for 0.13% of the portfolio, ranked #157.

Founders Financial Alliance first reported a position in C in Q3 2020 and has held it in 24 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Founders Financial Alliance held 6,915 shares of Citigroup worth $968K as of Q2 2026.
  • Founders Financial Alliance bought 269 Citigroup shares in Q2 2026, an estimated $35K.
  • Citigroup made up 0.13% of Founders Financial Alliance's portfolio in Q2 2026, its #157 holding.
  • Founders Financial Alliance first reported a position in Citigroup in Q3 2020 and has held it in 24 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.