M Holdings Securities’s Citigroup C Stock Holding History

M Holdings Securities’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
2023 Q2	–	Sell	-27,676	Closed	-$1.3M	–	249
2023 Q1	$1.3M	Buy	+27,676	New	+$1.36M	0.13%	123

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

M Holdings Securities's C Position: Q2 2026 in Review

M Holdings Securities sold out of Citigroup (C) in Q2 2026, closing a stake of 16,452 shares — an estimated $2.05M sold.

M Holdings Securities first reported a position in C in Q4 2013 and held it in 38 quarters. The position peaked at $2.05M in Q1 2026. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

M Holdings Securities reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 16,452 Citigroup shares in Q2 2026, an estimated $2.05M.
M Holdings Securities first reported a position in Citigroup in Q4 2013 and held it in 38 quarters.
M Holdings Securities's Citigroup position peaked at $2.05M in Q1 2026.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.