FIM
C icon

FWL Investment Management’s Citigroup C Stock Holding History

FWL Investment 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 		$14.4K Buy
+103
New +$13.4K ﹤0.01% 282
2025
Q1 		– Sell
-65
Closed -$4.58K – 297
2024
Q4 		$4.58K Hold
65
– – ﹤0.01% 271
2024
Q3 		$4.07K Sell
65
-70
-52% -$4.33K ﹤0.01% 264
2024
Q2 		$8.57K Buy
135
+65
+93% +$4.01K ﹤0.01% 196
2024
Q1 		$4.43K Buy
+70
New +$3.9K ﹤0.01% 196

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

FWL Investment Management's C Position: Q2 2026 in Review

FWL Investment Management opened a new position in Citigroup (C) in Q2 2026: 103 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #282 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in C as recently as Q4 2024.

FWL Investment Management first reported a position in C in Q1 2024 and has held it in 5 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • FWL Investment Management held 103 shares of Citigroup worth $14.4K as of Q2 2026.
  • Citigroup was a new FWL Investment Management position in Q2 2026.
  • Citigroup made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #282 holding.
  • FWL Investment Management first reported a position in Citigroup in Q1 2024 and has held it in 5 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.