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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFM Investment Advisors's C Position: Q1 2026 in Review

HFM Investment Advisors held its Citigroup (C) position steady in Q1 2026 at 27 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

HFM Investment Advisors first reported a position in C in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.15K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • HFM Investment Advisors held 27 shares of Citigroup worth $3.06K as of Q1 2026.
  • HFM Investment Advisors left its Citigroup share count unchanged in Q1 2026.
  • Citigroup made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #186 holding.
  • HFM Investment Advisors first reported a position in Citigroup in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Citigroup position peaked at $3.15K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.