JDM Financial Group’s Citigroup C Stock Holding History

JDM 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	$5.32K	Hold	38	–	–	﹤0.01%	259
2026 Q1	$4.31K	Hold	38	–	–	﹤0.01%	255
2025 Q4	$4.43K	Hold	38	–	–	﹤0.01%	219
2025 Q3	$3.86K	Hold	38	–	–	﹤0.01%	251
2025 Q2	$3.23K	Hold	38	–	–	﹤0.01%	239
2025 Q1	$2.7K	Sell	38 -30	-44%	-$2.29K	﹤0.01%	237
2024 Q4	$4.79K	Sell	68 -13	-16%	-$876	﹤0.01%	222
2024 Q3	$5.07K	Buy	81 +43	+113%	+$2.66K	﹤0.01%	217
2024 Q2	$2.41K	Hold	38	–	–	﹤0.01%	212
2024 Q1	$2.4K	Hold	38	–	–	﹤0.01%	204
2023 Q4	$1.96K	Hold	38	–	–	﹤0.01%	203
2023 Q3	$1.56K	Hold	38	–	–	﹤0.01%	203
2023 Q2	$1.75K	Hold	38	–	–	﹤0.01%	203
2023 Q1	$1.78K	Hold	38	–	–	﹤0.01%	213
2022 Q4	$1.72K	Buy	+38	New	+$1.73K	﹤0.01%	208

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

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

JDM Financial Group held its Citigroup (C) position steady in Q2 2026 at 38 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

JDM Financial Group first reported a position in C in Q4 2022 and has held it in 15 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

JDM Financial Group held 38 shares of Citigroup worth $5.32K as of Q2 2026.
JDM Financial Group left its Citigroup share count unchanged in Q2 2026.
Citigroup made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #259 holding.
JDM Financial Group first reported a position in Citigroup in Q4 2022 and has held it in 15 quarters since.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.