IFG Advisory’s Citigroup C Stock Holding History

IFG Advisory’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	$333K	Buy	+2,382	New	+$310K	0.01%	714
2026 Q1	–	Sell	-5,675	Closed	-$662K	–	390
2025 Q4	$662K	Buy	+5,675	New	+$589K	0.03%	444
2025 Q1	–	Sell	-2,844	Closed	-$200K	–	681
2024 Q4	$200K	Buy	+2,844	New	+$192K	0.01%	642
2022 Q4	–	Sell	-7,627	Closed	-$317K	–	492
2022 Q3	$317K	Buy	+7,627	New	+$377K	0.03%	401
2022 Q1	–	Sell	-3,422	Closed	-$206K	–	495
2021 Q4	$206K	Buy	3,422 +190	+6%	+$12.6K	0.02%	474
2021 Q3	$226K	Buy	3,232 +308	+11%	+$21.5K	0.02%	444
2021 Q2	$206K	Buy	+2,924	New	+$216K	0.02%	458
2020 Q1	–	Sell	-4,257	Closed	-$340K	–	364
2019 Q4	$340K	Buy	4,257 +79	+2%	+$5.84K	0.06%	294
2019 Q3	$288K	Sell	4,178 -1,020	-20%	-$69.4K	0.06%	314
2019 Q2	$364K	Sell	5,198 -759	-13%	-$50.8K	0.06%	244
2019 Q1	$370K	Buy	5,957 +389	+7%	+$24.2K	0.07%	235
2018 Q4	$289K	Sell	5,568 -2,001	-26%	-$127K	0.07%	243
2018 Q3	$543K	Buy	7,569 +502	+7%	+$35.5K	0.1%	192
2018 Q2	$472K	Buy	7,067 +780	+12%	+$53.7K	0.1%	205
2018 Q1	$424K	Buy	6,287 +57	+0.9%	+$4.28K	0.09%	207
2017 Q4	$463K	Buy	+6,230	New	+$461K	0.1%	189

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFG Advisory's C Position: Q2 2026 in Review

IFG Advisory opened a new position in Citigroup (C) in Q2 2026: 2,382 shares worth $333K. The stake represents 0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: IFG Advisory previously reported a position in C as recently as Q4 2025.

IFG Advisory first reported a position in C in Q4 2017 and has held it in 16 quarters since. The position peaked at $662K in Q4 2025. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

IFG Advisory held 2,382 shares of Citigroup worth $333K as of Q2 2026.
Citigroup was a new IFG Advisory position in Q2 2026.
Citigroup made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #714 holding.
IFG Advisory first reported a position in Citigroup in Q4 2017 and has held it in 16 quarters since.
IFG Advisory's Citigroup position peaked at $662K in Q4 2025.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.