MFS
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Mattson Financial Services’s Citigroup C Stock Holding History

Mattson Financial Services’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 		$1.46M Sell
11,063
-1,267
-10% -$165K 0.31% 94
2026
Q1 		$1.4M Sell
12,330
-856
-6% -$97.5K 0.33% 91
2025
Q4 		$1.54M Buy
13,186
+9,267
+236% +$962K 0.36% 89
2025
Q3 		$398K Sell
3,919
-148
-4% -$14K 0.1% 144
2025
Q2 		$346K Buy
+4,067
New +$294K 0.09% 141

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

Mattson Financial Services's C Position: Q2 2026 in Review

Mattson Financial Services reduced its Citigroup (C) stake by 10% in Q2 2026, selling an estimated $165K and leaving 11,063 shares worth $1.46M. The position accounts for 0.31% of the portfolio, ranked #94.

Mattson Financial Services first reported a position in C in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.54M in Q4 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Mattson Financial Services held 11,063 shares of Citigroup worth $1.46M as of Q2 2026.
  • Mattson Financial Services sold 1,267 Citigroup shares in Q2 2026, an estimated $165K.
  • Citigroup made up 0.31% of Mattson Financial Services's portfolio in Q2 2026, its #94 holding.
  • Mattson Financial Services first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • Mattson Financial Services's Citigroup position peaked at $1.54M in Q4 2025.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.