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Independent Financial Group’s Citigroup C Stock Holding History

Independent Financial Group’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 		$2.39M Buy
17,061
+2,265
+15% +$295K 0.04% 404
2026
Q1 		$1.68M Sell
14,796
-5,545
-27% -$631K 0.04% 446
2025
Q4 		$2.37M Buy
20,341
+9,079
+81% +$943K 0.05% 346
2025
Q3 		$1.14M Buy
11,262
+155
+1% +$14.7K 0.03% 563
2025
Q2 		$945K Sell
11,107
-1,735
-14% -$125K 0.03% 566
2025
Q1 		$912K Buy
12,842
+1,221
+11% +$93.1K 0.03% 507
2024
Q4 		$818K Sell
11,621
-1,772
-13% -$119K 0.03% 532
2024
Q3 		$838K Sell
13,393
-33,683
-72% -$2.08M 0.03% 491
2024
Q2 		$2.99M Buy
47,076
+11,846
+34% +$730K 0.12% 162
2024
Q1 		$2.23M Buy
35,230
+4,454
+14% +$248K 0.1% 194
2023
Q4 		$1.58M Buy
30,776
+5,306
+21% +$235K 0.08% 248
2023
Q3 		$1.05M Buy
25,470
+5,127
+25% +$225K 0.07% 303
2023
Q2 		$937K Sell
20,343
-220
-1% -$10.3K 0.06% 320
2023
Q1 		$964K Buy
20,563
+2,552
+14% +$125K 0.08% 284
2022
Q4 		$815K Buy
18,011
+6,879
+62% +$312K 0.07% 290
2022
Q3 		$464K Sell
11,132
-49
-0.4% -$2.42K 0.04% 412
2022
Q2 		$514K Buy
11,181
+1,205
+12% +$60.3K 0.05% 379
2022
Q1 		$533K Sell
9,976
-2,049
-17% -$127K 0.04% 414
2021
Q4 		$726K Buy
12,025
+2,357
+24% +$157K 0.06% 331
2021
Q3 		$678K Sell
9,668
-108
-1% -$7.55K 0.07% 299
2021
Q2 		$692K Sell
9,776
-300
-3% -$22.2K 0.07% 290
2021
Q1 		$733K Buy
10,076
+1,540
+18% +$103K 0.09% 236
2020
Q4 		$526K Sell
8,536
-2,762
-24% -$140K 0.08% 297
2020
Q3 		$487K Buy
11,298
+289
+3% +$14.4K 0.09% 240
2020
Q2 		$563K Buy
11,009
+1,666
+18% +$79K 0.12% 201
2020
Q1 		$394K Buy
+9,343
New +$627K 0.12% 211

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

Independent Financial Group's C Position: Q2 2026 in Review

Independent Financial Group increased its Citigroup (C) stake by 15% in Q2 2026, buying an estimated $295K and bringing the position to 17,061 shares worth $2.39M. The position accounts for 0.04% of the portfolio, ranked #404.

Independent Financial Group first reported a position in C in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.99M in Q2 2024. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Independent Financial Group held 17,061 shares of Citigroup worth $2.39M as of Q2 2026.
  • Independent Financial Group bought 2,265 Citigroup shares in Q2 2026, an estimated $295K.
  • Citigroup made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #404 holding.
  • Independent Financial Group first reported a position in Citigroup in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Citigroup position peaked at $2.99M in Q2 2024.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.