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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrity Financial's C Position: Q1 2026 in Review

Integrity Financial increased its Citigroup (C) stake by 24% in Q1 2026, buying an estimated $196K and bringing the position to 8,883 shares worth $1.01M. The position accounts for 0.5% of the portfolio, ranked #43.

Integrity Financial first reported a position in C in Q4 2021 and has held it in 18 quarters since. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Integrity Financial held 8,883 shares of Citigroup worth $1.01M as of Q1 2026.
Integrity Financial bought 1,717 Citigroup shares in Q1 2026, an estimated $196K.
Citigroup made up 0.5% of Integrity Financial's portfolio in Q1 2026, its #43 holding.
Integrity Financial first reported a position in Citigroup in Q4 2021 and has held it in 18 quarters since.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.