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HFG Advisors’s Citigroup C Stock Holding History

HFG Advisors’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 		$203K Buy
+1,447
New +$188K 0.13% 114
2022
Q1 		– Sell
-5,156
Closed -$311K – 90
2021
Q4 		$311K Buy
+5,156
New +$343K 0.35% 60

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

HFG Advisors's C Position: Q2 2026 in Review

HFG Advisors opened a new position in Citigroup (C) in Q2 2026: 1,447 shares worth $203K. The stake represents 0.13% of the portfolio and ranks #114 among its holdings. This is a return to the name: HFG Advisors previously reported a position in C as recently as Q4 2021.

HFG Advisors first reported a position in C in Q4 2021 and has held it in 2 quarters since. The position peaked at $311K in Q4 2021. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • HFG Advisors held 1,447 shares of Citigroup worth $203K as of Q2 2026.
  • Citigroup was a new HFG Advisors position in Q2 2026.
  • Citigroup made up 0.13% of HFG Advisors's portfolio in Q2 2026, its #114 holding.
  • HFG Advisors first reported a position in Citigroup in Q4 2021 and has held it in 2 quarters since.
  • HFG Advisors's Citigroup position peaked at $311K in Q4 2021.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.