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Grantvest Financial Group’s Citigroup C Stock Holding History

Grantvest 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 		$246K Buy
+1,759
New +$229K 0.14% 168
2026
Q1 		– Sell
-1,756
Closed -$205K – 169
2025
Q4 		$205K Buy
+1,756
New +$182K 0.13% 163

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

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

Grantvest Financial Group opened a new position in Citigroup (C) in Q2 2026: 1,759 shares worth $246K. The stake represents 0.14% of the portfolio and ranks #168 among its holdings. This is a return to the name: Grantvest Financial Group previously reported a position in C as recently as Q4 2025.

Grantvest Financial Group first reported a position in C in Q4 2025 and has held it in 2 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Grantvest Financial Group held 1,759 shares of Citigroup worth $246K as of Q2 2026.
  • Citigroup was a new Grantvest Financial Group position in Q2 2026.
  • Citigroup made up 0.14% of Grantvest Financial Group's portfolio in Q2 2026, its #168 holding.
  • Grantvest Financial Group first reported a position in Citigroup in Q4 2025 and has held it in 2 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.