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Mather Group’s Citigroup C Stock Holding History

Mather 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 		$1.51M Buy
10,760
+2,559
+31% +$333K 0.01% 308
2026
Q1 		$930K Buy
8,201
+61
+0.7% +$6.95K 0.01% 347
2025
Q4 		$950K Buy
8,140
+808
+11% +$83.9K 0.01% 289
2025
Q3 		$744K Buy
7,332
+146
+2% +$13.9K 0.01% 325
2025
Q2 		$612K Buy
7,186
+968
+16% +$70K 0.01% 351
2025
Q1 		$441K Buy
6,218
+1,450
+30% +$111K 0.01% 405
2024
Q4 		$336K Buy
4,768
+658
+16% +$44.3K ﹤0.01% 445
2024
Q3 		$257K Sell
4,110
-1,512
-27% -$93.5K ﹤0.01% 502
2024
Q2 		$356K Buy
5,622
+2,639
+88% +$163K ﹤0.01% 490
2024
Q1 		$153K Buy
+2,983
New +$166K ﹤0.01% 595
2023
Q3 		– Sell
-6,501
Closed -$299K – 545
2023
Q2 		$299K Buy
+6,501
New +$304K ﹤0.01% 458
2022
Q4 		– Sell
-6,146
Closed -$256K – 479
2022
Q3 		$256K Buy
6,146
+185
+3% +$9.14K 0.01% 405
2022
Q2 		$274K Buy
5,961
+617
+12% +$30.9K 0.01% 321
2022
Q1 		$285K Sell
5,344
-457
-8% -$28.2K 0.01% 350
2021
Q4 		$350K Buy
5,801
+50
+0.9% +$3.33K 0.01% 276
2021
Q3 		$404K Sell
5,751
-1,180
-17% -$82.5K 0.01% 191
2021
Q2 		$490K Buy
6,931
+21
+0.3% +$1.55K 0.01% 165
2021
Q1 		$503K Sell
6,910
-188
-3% -$12.6K 0.01% 148
2020
Q4 		$438K Buy
7,098
+34
+0.5% +$1.73K 0.01% 147
2020
Q3 		$305K Sell
7,064
-1,487
-17% -$74.1K 0.01% 178
2020
Q2 		$437K Buy
+8,551
New +$406K 0.02% 140
2020
Q1 		– Sell
-7,853
Closed -$627K – 143
2019
Q4 		$627K Buy
+7,853
New +$580K 0.04% 79

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

Mather Group's C Position: Q2 2026 in Review

Mather Group increased its Citigroup (C) stake by 31% in Q2 2026, buying an estimated $333K and bringing the position to 10,760 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #308.

Mather Group first reported a position in C in Q4 2019 and has held it in 22 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Mather Group held 10,760 shares of Citigroup worth $1.51M as of Q2 2026.
  • Mather Group bought 2,559 Citigroup shares in Q2 2026, an estimated $333K.
  • Citigroup made up 0.01% of Mather Group's portfolio in Q2 2026, its #308 holding.
  • Mather Group first reported a position in Citigroup in Q4 2019 and has held it in 22 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.