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IFC Advisors’s Citigroup C Stock Holding History

IFC 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 		$458K Buy
3,274
+17
+0.5% +$2.21K 0.06% 119
2026
Q1 		$369K Sell
3,257
-62
-2% -$7.06K 0.05% 110
2025
Q4 		$387K Hold
3,319
– – 0.06% 121
2025
Q3 		$337K Sell
3,319
-267
-7% -$25.3K 0.06% 132
2025
Q2 		$305K Sell
3,586
-434
-11% -$31.4K 0.06% 139
2025
Q1 		$285K Sell
4,020
-96
-2% -$7.32K 0.06% 133
2024
Q4 		$290K Buy
+4,116
New +$277K 0.06% 121

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 $3.37T AUM 44.26% 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

IFC Advisors's C Position: Q2 2026 in Review

IFC Advisors increased its Citigroup (C) stake by 0.52% in Q2 2026, buying an estimated $2.21K and bringing the position to 3,274 shares worth $458K. The position accounts for 0.06% of the portfolio, ranked #119.

IFC Advisors first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • IFC Advisors held 3,274 shares of Citigroup worth $458K as of Q2 2026.
  • IFC Advisors bought 17 Citigroup shares in Q2 2026, an estimated $2.21K.
  • Citigroup made up 0.06% of IFC Advisors's portfolio in Q2 2026, its #119 holding.
  • IFC Advisors first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.