Fulcrum Asset Management’s Citigroup C Stock Holding History

Fulcrum Asset Management’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	$37.3K	Buy	+262	New	+$34.1K	﹤0.01%	580
2022 Q1	–	Hold	0	–	–	–	176
2021 Q4	–	Hold	0	–	–	–	70
2021 Q3	–	Hold	0	–	–	–	71
2021 Q2	–	Hold	0	–	–	–	90
2021 Q1	–	Hold	0	–	–	–	56

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fulcrum Asset Management's C Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Citigroup (C) in Q2 2026: 262 shares worth $37.3K. The stake represents ﹤0.01% of the portfolio and ranks #580 among its holdings.

2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

Fulcrum Asset Management held 262 shares of Citigroup worth $37.3K as of Q2 2026.
Citigroup was a new Fulcrum Asset Management position in Q2 2026.
Citigroup made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #580 holding.
2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.