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FourThought Financial Partners’s Citigroup C Stock Holding History

FourThought Financial Partners’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 		$723K Sell
5,164
-197
-4% -$25.6K 0.06% 172
2026
Q1 		$608K Sell
5,361
-157
-3% -$17.9K 0.05% 169
2025
Q4 		$644K Buy
5,518
+400
+8% +$41.5K 0.05% 179
2025
Q3 		$519K Sell
5,118
-328
-6% -$31.1K 0.05% 191
2025
Q2 		$464K Sell
5,446
-687
-11% -$49.7K 0.05% 192
2025
Q1 		$435K Sell
6,133
-77
-1% -$5.87K 0.05% 196
2024
Q4 		$437K Buy
+6,210
New +$419K 0.05% 198
2024
Q2 		– Sell
-6,098
Closed -$386K – 208
2024
Q1 		$386K Sell
6,098
-321
-5% -$17.9K 0.04% 222
2023
Q4 		$330K Sell
6,419
-174
-3% -$7.7K 0.04% 232
2023
Q3 		$271K Sell
6,593
-58
-0.9% -$2.55K 0.04% 249
2023
Q2 		$306K Sell
6,651
-519
-7% -$24.3K 0.04% 242
2023
Q1 		$336K Buy
+7,170
New +$352K 0.05% 229

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 $3.38T AUM 44.17% 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

FourThought Financial Partners's C Position: Q2 2026 in Review

FourThought Financial Partners reduced its Citigroup (C) stake by 3.7% in Q2 2026, selling an estimated $25.6K and leaving 5,164 shares worth $723K. The position accounts for 0.06% of the portfolio, ranked #172.

FourThought Financial Partners first reported a position in C in Q1 2023 and has held it in 12 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • FourThought Financial Partners held 5,164 shares of Citigroup worth $723K as of Q2 2026.
  • FourThought Financial Partners sold 197 Citigroup shares in Q2 2026, an estimated $25.6K.
  • Citigroup made up 0.06% of FourThought Financial Partners's portfolio in Q2 2026, its #172 holding.
  • FourThought Financial Partners first reported a position in Citigroup in Q1 2023 and has held it in 12 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.