HBW Advisory Services’s Citigroup C Stock Holding History

HBW Advisory Services’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	$3.93M	Buy	28,104 +65	+0.2%	+$8.46K	0.36%	63
2026 Q1	$3.18M	Sell	28,039 -42	-0.1%	-$4.78K	0.34%	69
2025 Q4	$3.28M	Sell	28,081 -12,877	-31%	-$1.34M	0.36%	65
2025 Q3	$4.16M	Sell	40,958 -5,340	-12%	-$507K	0.47%	44
2025 Q2	$3.94M	Buy	46,298 +539	+1%	+$39K	0.49%	43
2025 Q1	$3.25M	Sell	45,759 -2,723	-6%	-$208K	0.46%	50
2024 Q4	$3.41M	Buy	48,482 +584	+1%	+$39.4K	0.35%	48
2024 Q3	$3M	Sell	47,898 -11,508	-19%	-$712K	0.44%	60
2024 Q2	$2.91M	Buy	59,406 +11,838	+25%	+$730K	0.48%	62
2024 Q1	$2.45M	Hold	47,568	–	–	0.46%	65
2023 Q4	$2.45M	Sell	47,568 -861	-2%	-$38.1K	0.46%	65
2023 Q3	$1.99M	Buy	48,429 +25,785	+114%	+$1.13M	0.42%	75
2023 Q2	$1.04M	Buy	22,644 +1,162	+5%	+$54.4K	0.23%	108
2023 Q1	$1.01M	Buy	21,482 +4,323	+25%	+$212K	0.25%	100
2022 Q4	$776K	Buy	+17,159	New	+$779K	0.2%	126

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 $3.37T AUM 44.26% 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

HBW Advisory Services's C Position: Q2 2026 in Review

HBW Advisory Services increased its Citigroup (C) stake by 0.23% in Q2 2026, buying an estimated $8.46K and bringing the position to 28,104 shares worth $3.93M. The position accounts for 0.36% of the portfolio, ranked #63.

HBW Advisory Services first reported a position in C in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.16M in Q3 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

HBW Advisory Services held 28,104 shares of Citigroup worth $3.93M as of Q2 2026.
HBW Advisory Services bought 65 Citigroup shares in Q2 2026, an estimated $8.46K.
Citigroup made up 0.36% of HBW Advisory Services's portfolio in Q2 2026, its #63 holding.
HBW Advisory Services first reported a position in Citigroup in Q4 2022 and has held it in 15 quarters since.
HBW Advisory Services's Citigroup position peaked at $4.16M in Q3 2025.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.