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Francis Financial’s Citigroup C Stock Holding History

Francis Financial’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 		$240K Buy
+1,715
New +$223K 0.04% 125
2025
Q4 		– Sell
-1,451
Closed -$248K – 117
2025
Q3 		$248K Buy
+1,451
New +$138K 0.04% 113

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

Francis Financial's C Position: Q2 2026 in Review

Francis Financial opened a new position in Citigroup (C) in Q2 2026: 1,715 shares worth $240K. The stake represents 0.04% of the portfolio and ranks #125 among its holdings. This is a return to the name: Francis Financial previously reported a position in C as recently as Q3 2025.

Francis Financial first reported a position in C in Q3 2025 and has held it in 2 quarters since. The position peaked at $248K in Q3 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Francis Financial held 1,715 shares of Citigroup worth $240K as of Q2 2026.
  • Citigroup was a new Francis Financial position in Q2 2026.
  • Citigroup made up 0.04% of Francis Financial's portfolio in Q2 2026, its #125 holding.
  • Francis Financial first reported a position in Citigroup in Q3 2025 and has held it in 2 quarters since.
  • Francis Financial's Citigroup position peaked at $248K in Q3 2025.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.