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Frazier Financial Advisors’s Citigroup C Stock Holding History

Frazier Financial 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 		$75.6K Sell
540
-13
-2% -$1.69K 0.04% 146
2026
Q1 		$62.7K Buy
553
+430
+350% +$49K 0.03% 160
2025
Q4 		$14.3K Hold
123
– – 0.01% 311
2025
Q3 		$12.5K Hold
123
– – 0.01% 324
2025
Q2 		$10.5K Hold
123
– – 0.01% 347
2025
Q1 		$8.72K Sell
123
-2
-2% -$153 0.01% 362
2024
Q4 		$8.8K Sell
125
-102
-45% -$6.88K 0.01% 366
2024
Q3 		$14.2K Sell
227
-443
-66% -$27.4K 0.01% 305
2024
Q2 		$42.5K Buy
670
+148
+28% +$9.13K 0.03% 169
2024
Q1 		$33K Sell
522
-48
-8% -$2.67K 0.03% 190
2023
Q4 		$29.3K Buy
+570
New +$25.2K 0.03% 185

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

Frazier Financial Advisors's C Position: Q2 2026 in Review

Frazier Financial Advisors reduced its Citigroup (C) stake by 2.4% in Q2 2026, selling an estimated $1.69K and leaving 540 shares worth $75.6K. The position accounts for 0.04% of the portfolio, ranked #146.

Frazier Financial Advisors first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Frazier Financial Advisors held 540 shares of Citigroup worth $75.6K as of Q2 2026.
  • Frazier Financial Advisors sold 13 Citigroup shares in Q2 2026, an estimated $1.69K.
  • Citigroup made up 0.04% of Frazier Financial Advisors's portfolio in Q2 2026, its #146 holding.
  • Frazier Financial Advisors first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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