LF
C icon

Lantz Financial’s Citigroup C Stock Holding History

Lantz 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 		$571K Sell
4,082
-139
-3% -$18.1K 0.1% 164
2026
Q1 		$479K Buy
4,221
+66
+2% +$7.52K 0.1% 172
2025
Q4 		$485K Sell
4,155
-148
-3% -$15.4K 0.1% 165
2025
Q3 		$437K Buy
4,303
+1,189
+38% +$113K 0.1% 168
2025
Q2 		$265K Buy
3,114
+222
+8% +$16K 0.07% 194
2025
Q1 		$205K Buy
2,892
+42
+1% +$3.2K 0.06% 211
2024
Q4 		$201K Buy
+2,850
New +$192K 0.05% 219
2023
Q3 		– Sell
-4,735
Closed -$218K – 187
2023
Q2 		$218K Buy
4,735
+380
+9% +$17.8K 0.09% 173
2023
Q1 		$204K Sell
4,355
-526
-11% -$25.8K 0.08% 182
2022
Q4 		$221K Sell
4,881
-150
-3% -$6.81K 0.1% 166
2022
Q3 		$210K Hold
5,031
– – 0.11% 153
2022
Q2 		$231K Hold
5,031
– – 0.1% 149
2022
Q1 		$269K Sell
5,031
-137
-3% -$8.46K 0.11% 147
2021
Q4 		$312K Hold
5,168
– – 0.14% 123
2021
Q3 		$363K Buy
5,168
+103
+2% +$7.2K 0.19% 108
2021
Q2 		$358K Hold
5,065
– – 0.18% 107
2021
Q1 		$368K Sell
5,065
-50
-1% -$3.34K 0.21% 94
2020
Q4 		$315K Sell
5,115
-349
-6% -$17.7K 0.2% 94
2020
Q3 		$236K Buy
5,464
+128
+2% +$6.38K 0.16% 102
2020
Q2 		$273K Sell
5,336
-2,000
-27% -$94.9K 0.2% 91
2020
Q1 		$309K Buy
7,336
+43
+0.6% +$2.89K 0.24% 86
2019
Q4 		$583K Hold
7,293
– – 0.35% 72
2019
Q3 		$483K Buy
7,293
+33
+0.5% +$2.25K 0.33% 77
2019
Q2 		$511K Sell
7,260
-333
-4% -$22.3K 0.35% 74
2019
Q1 		$472K Buy
+7,593
New +$472K 0.34% 72

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

Lantz Financial's C Position: Q2 2026 in Review

Lantz Financial reduced its Citigroup (C) stake by 3.3% in Q2 2026, selling an estimated $18.1K and leaving 4,082 shares worth $571K. The position accounts for 0.1% of the portfolio, ranked #164.

Lantz Financial first reported a position in C in Q1 2019 and has held it in 25 quarters since. The position peaked at $583K in Q4 2019. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Lantz Financial held 4,082 shares of Citigroup worth $571K as of Q2 2026.
  • Lantz Financial sold 139 Citigroup shares in Q2 2026, an estimated $18.1K.
  • Citigroup made up 0.1% of Lantz Financial's portfolio in Q2 2026, its #164 holding.
  • Lantz Financial first reported a position in Citigroup in Q1 2019 and has held it in 25 quarters since.
  • Lantz Financial's Citigroup position peaked at $583K in Q4 2019.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.