GFG
C icon

Goldstone Financial Group’s Citigroup C Stock Holding History

Goldstone Financial Group’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 		$1.1M Sell
7,826
-51
-0.6% -$6.64K 0.1% 119
2026
Q1 		$893K Sell
7,877
-1,884
-19% -$215K 0.1% 125
2025
Q4 		$1.14M Buy
9,761
+425
+5% +$44.1K 0.13% 103
2025
Q3 		$948K Sell
9,336
-620
-6% -$58.8K 0.11% 113
2025
Q2 		$883K Buy
9,956
+1,063
+12% +$76.8K 0.12% 109
2025
Q1 		$631K Buy
8,893
+732
+9% +$55.8K 0.1% 117
2024
Q4 		$574K Buy
8,161
+1,798
+28% +$121K 0.09% 115
2024
Q3 		$398K Buy
6,363
+1,190
+23% +$73.6K 0.07% 136
2024
Q2 		$328K Sell
5,173
-457
-8% -$28.2K 0.07% 136
2024
Q1 		$356K Buy
5,630
+175
+3% +$9.74K 0.08% 118
2023
Q4 		$281K Buy
5,455
+207
+4% +$9.16K 0.07% 128
2023
Q3 		$216K Sell
5,248
-485
-8% -$21.3K 0.06% 143
2023
Q2 		$264K Buy
5,733
+1,181
+26% +$55.3K 0.08% 139
2023
Q1 		$213K Buy
+4,552
New +$223K 0.07% 142

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

Goldstone Financial Group's C Position: Q2 2026 in Review

Goldstone Financial Group reduced its Citigroup (C) stake by 0.65% in Q2 2026, selling an estimated $6.64K and leaving 7,826 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #119.

Goldstone Financial Group first reported a position in C in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.14M in Q4 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Goldstone Financial Group held 7,826 shares of Citigroup worth $1.1M as of Q2 2026.
  • Goldstone Financial Group sold 51 Citigroup shares in Q2 2026, an estimated $6.64K.
  • Citigroup made up 0.1% of Goldstone Financial Group's portfolio in Q2 2026, its #119 holding.
  • Goldstone Financial Group first reported a position in Citigroup in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's Citigroup position peaked at $1.14M in Q4 2025.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.