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Larson Financial Group’s Citigroup C Stock Holding History

Larson 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 		$16.1K Hold
200
– – ﹤0.01% 2133
2026
Q1 		$11K Hold
200
– – ﹤0.01% 2193
2025
Q4 		$11.5K Hold
200
– – ﹤0.01% 2032
2025
Q3 		$8.74K Hold
200
– – ﹤0.01% 2086
2025
Q2 		$5.71K Hold
200
– – ﹤0.01% 2030
2025
Q1 		$3.36K Hold
200
– – ﹤0.01% 1999
2024
Q4 		$3.35K Hold
200
– – ﹤0.01% 1760
2024
Q3 		$2.23K Buy
+200
New +$12.4K ﹤0.01% 1832

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

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

Larson Financial Group reduced its Citigroup (C) stake by 6.8% in Q2 2026, selling an estimated $168K and leaving 17,782 shares worth $2.49M. The position accounts for 0.07% of the portfolio, ranked #231.

Larson Financial Group first reported a position in C in Q4 2018 and has held it in 31 quarters since. 2,641 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Larson Financial Group held 17,782 shares of Citigroup worth $2.49M as of Q2 2026.
  • Larson Financial Group sold 1,292 Citigroup shares in Q2 2026, an estimated $168K.
  • Citigroup made up 0.07% of Larson Financial Group's portfolio in Q2 2026, its #231 holding.
  • Larson Financial Group first reported a position in Citigroup in Q4 2018 and has held it in 31 quarters since.
  • 2,641 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.