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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
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 $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

IFC Advisors's C Position: Q1 2026 in Review

IFC Advisors reduced its Citigroup (C) stake by 1.9% in Q1 2026, selling an estimated $7.06K and leaving 3,257 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #110.

IFC Advisors first reported a position in C in Q4 2024 and has held it in 6 quarters since. The position peaked at $387K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • IFC Advisors held 3,257 shares of Citigroup worth $369K as of Q1 2026.
  • IFC Advisors sold 62 Citigroup shares in Q1 2026, an estimated $7.06K.
  • Citigroup made up 0.05% of IFC Advisors's portfolio in Q1 2026, its #110 holding.
  • IFC Advisors first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
  • IFC Advisors's Citigroup position peaked at $387K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.