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IFP Advisors’s Citigroup C Stock Holding History

IFP 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
2018
Q1 		– Sell
-500
Closed -$37K – 3747
2017
Q4 		$37K Buy
+500
New +$37K ﹤0.01% 2009

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

IFP Advisors's C Position: Q2 2026 in Review

IFP Advisors reduced its Citigroup (C) stake by 3.3% in Q2 2026, selling an estimated $126K and leaving 28,259 shares worth $3.96M. The position accounts for 0.07% of the portfolio, ranked #304.

IFP Advisors first reported a position in C in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.69M in Q4 2016. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • IFP Advisors held 28,259 shares of Citigroup worth $3.96M as of Q2 2026.
  • IFP Advisors sold 971 Citigroup shares in Q2 2026, an estimated $126K.
  • Citigroup made up 0.07% of IFP Advisors's portfolio in Q2 2026, its #304 holding.
  • IFP Advisors first reported a position in Citigroup in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Citigroup position peaked at $4.69M in Q4 2016.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.