Integrity Financial’s Citigroup C Stock Holding History

Integrity Financial’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	$320K	Sell	2,283 -6,600	-74%	-$859K	0.15%	100
2026 Q1	$1.01M	Buy	8,883 +1,717	+24%	+$196K	0.5%	43
2025 Q4	$836K	Buy	7,166 +29	+0.4%	+$3.01K	0.42%	51
2025 Q3	$724K	Sell	7,137 -66	-0.9%	-$6.26K	0.35%	65
2025 Q2	$613K	Hold	7,203	–	–	0.31%	74
2025 Q1	$511K	Buy	7,203 +71	+1%	+$5.41K	0.29%	73
2024 Q4	$502K	Sell	7,132 -973	-12%	-$65.6K	0.29%	73
2024 Q3	$507K	Buy	8,105 +3,000	+59%	+$186K	0.3%	70
2024 Q2	$324K	Sell	5,105 -378	-7%	-$23.3K	0.2%	84
2024 Q1	$347K	Hold	5,483	–	–	0.24%	81
2023 Q4	$282K	Hold	5,483	–	–	0.2%	83
2023 Q3	$226K	Hold	5,483	–	–	0.17%	94
2023 Q2	$252K	Sell	5,483 -95	-2%	-$4.45K	0.18%	86
2023 Q1	$262K	Buy	5,578 +95	+2%	+$4.66K	0.21%	84
2022 Q4	$248K	Hold	5,483	–	–	0.24%	78
2022 Q3	$228K	Hold	5,483	–	–	0.24%	75
2022 Q2	$252K	Hold	5,483	–	–	0.24%	74
2022 Q1	$293K	Hold	5,483	–	–	0.24%	73
2021 Q4	$331K	Buy	+5,483	New	+$365K	0.25%	74

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

Integrity Financial's C Position: Q2 2026 in Review

Integrity Financial reduced its Citigroup (C) stake by 74% in Q2 2026, selling an estimated $859K and leaving 2,283 shares worth $320K. The position accounts for 0.15% of the portfolio, ranked #100.

Integrity Financial first reported a position in C in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q1 2026. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

Integrity Financial held 2,283 shares of Citigroup worth $320K as of Q2 2026.
Integrity Financial sold 6,600 Citigroup shares in Q2 2026, an estimated $859K.
Citigroup made up 0.15% of Integrity Financial's portfolio in Q2 2026, its #100 holding.
Integrity Financial first reported a position in Citigroup in Q4 2021 and has held it in 19 quarters since.
Integrity Financial's Citigroup position peaked at $1.01M in Q1 2026.
2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.