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HFM Investment Advisors’s Citigroup C Stock Holding History

HFM Investment 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 		$7.42K Buy
53
+26
+96% +$3.38K ﹤0.01% 147
2026
Q1 		$3.06K Hold
27
– – ﹤0.01% 186
2025
Q4 		$3.15K Hold
27
– – ﹤0.01% 236
2025
Q3 		$2.74K Hold
27
– – ﹤0.01% 157
2025
Q2 		$2.3K Buy
27
+15
+125% +$1.08K ﹤0.01% 164
2025
Q1 		$852 Buy
+12
New +$915 ﹤0.01% 184

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

HFM Investment Advisors's C Position: Q2 2026 in Review

HFM Investment Advisors increased its Citigroup (C) stake by 96% in Q2 2026, buying an estimated $3.38K and bringing the position to 53 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #147.

HFM Investment Advisors first reported a position in C in Q1 2025 and has held it in 6 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • HFM Investment Advisors held 53 shares of Citigroup worth $7.42K as of Q2 2026.
  • HFM Investment Advisors bought 26 Citigroup shares in Q2 2026, an estimated $3.38K.
  • Citigroup made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #147 holding.
  • HFM Investment Advisors first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.